Regent Peak Wealth Advisors LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1803329 ATLANTA, GA

Position in PNC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$434,578

+$71,045 QoQ

Shares Held

1,765

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,331

of 2,021 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,013,641 across 4 Banks - Regional names. PNC ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBSI	United Bankshares Inc/Wv	40,645	$1,862,760
2	PNC	Pnc Financial Services Group, Inc. This page	1,765	$434,578
3	FITB	Fifth Third Bancorp	7,290	$410,937
4	MTB	M&T Bank Corp	1,283	$305,366

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,578	1,765	+1.0%	Shares	Sole	2026-07-10
2026-03-31	$363,533	1,747	-2.0%	Shares	Sole	2026-04-14
2025-12-31	$371,956	1,782	+4.5%	Shares	Sole	2026-01-08
2025-09-30	$342,786	1,706	-1.0%	Shares	Sole	2025-10-16
2025-03-31	$302,851	1,723	+2.1%	Shares	Sole	2025-04-14
2024-12-31	$325,530	1,688	+0.2%	Shares	Sole	2025-01-07
2024-09-30	$311,472	1,685	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$258,718	1,664	+12.4%	Shares	Sole	2024-08-14
2024-03-31	$239,329	1,481	-0.6%	Shares	Sole	2024-05-01
2023-12-31	$230,726	1,490	-5.0%	Shares	Sole	2024-01-23
2022-12-31	$247,649	1,568	+2.9%	Shares	Sole	2023-02-08
2022-09-30	$227,716	1,524	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$236,181	1,497	+2.6%	Shares	Sole	2022-08-11
2022-03-31	$269,112	1,459	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$292,358	1,458	+2.9%	Shares	Sole	2022-02-11
2021-09-30	$277,221	1,417	+0.5%	Shares	Sole	2021-11-08
2021-06-30	$268,971	1,410	-42.2%	Shares	Sole	2021-08-16
2020-12-31	$363,411	2,439	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.