Center for Financial Planning, Inc.

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1803557 SOUTHFIED, MI

Position in PNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$13,542

+$2,098 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,928

of 2,021 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $1,149,032 across 15 Banks - Regional names. PNC ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	21,722	$385,131
2	LCNB	Lcnb Corp	12,664	$222,759
3	USB	US Bancorp \De\	2,755	$166,402
4	TRMK	Trustmark Corp	1,500	$69,015
5	NU	Nu Holdings Ltd.	4,555	$60,854
6	FITB	Fifth Third Bancorp	987	$55,637
7	CBU	Community Financial System, Inc.	780	$52,353
8	FBK	FB Financial Corp	800	$44,280

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,542	55	0.0%	Shares	Sole	2026-07-21
2026-03-31	$11,444	55	0.0%	Shares	Sole	2026-05-04
2025-12-31	$11,480	55	+57.1%	Shares	Sole	2026-02-05
2023-06-30	$4,408	35	-86.0%	Shares	Sole	2023-08-09
2022-09-30	$37,355	250	0.0%	Shares	Sole	2022-10-14
2022-06-30	$39,442	250	0.0%	Shares	Sole	2022-08-12
2022-03-31	$46,112	250	0.0%	Shares	Sole	2022-05-03
2021-12-31	$50,130	250	0.0%	Shares	Sole	2022-02-08
2021-09-30	$48,910	250	0.0%	Shares	Sole	2021-11-17
2021-06-30	$47,690	250	0.0%	Shares	Sole	2021-07-29
2021-03-31	$43,852	250	0.0%	Shares	Sole	2021-05-10
2020-12-31	$37,250	250	0.0%	Shares	Sole	2021-02-09
2020-09-30	$27,477	250	0.0%	Shares	Sole	2020-11-12
2020-06-30	$26,302	250	-19.4%	Shares	Sole	2020-08-06
2020-03-31	$29,673	310	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.