RMR Wealth Builders

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1803848 Montclair, NJ

Position in PNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,746,438

+$332,675 QoQ

Shares Held

7,093

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#768

of 2,021 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $4,926,647 across 5 Banks - Regional names. PNC ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	7,093	$1,746,438
2	CBNA	Chain Bridge Bancorp Inc	38,710	$1,627,755
3	TFC	Truist Financial Corp	20,016	$997,197
4	IBN	Icici Bank Ltd	15,862	$460,473
5	LYG	Lloyds Banking Group plc	16,258	$94,784

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,746,438	7,093	+4.4%	Shares	Sole	2026-07-24
2026-03-31	$1,413,763	6,794	-0.7%	Shares	Sole	2026-04-22
2025-12-31	$1,427,504	6,839	+9.1%	Shares	Sole	2026-01-29
2025-09-30	$1,259,831	6,270	+1.3%	Shares	Sole	2025-11-05
2025-06-30	$1,153,939	6,190	+1.8%	Shares	Sole	2025-07-08
2025-03-31	$1,068,681	6,080	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$1,171,756	6,076	+0.0%	Shares	Sole	2025-01-14
2024-09-30	$1,122,594	6,073	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$943,452	6,068	-4.6%	Shares	Sole	2024-07-23
2024-03-31	$1,027,937	6,361	-3.0%	Shares	Sole	2024-04-15
2023-12-31	$1,015,970	6,561	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$795,795	6,482	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$815,400	6,474	+26.5%	Shares	Sole	2023-07-21
2023-03-31	$650,497	5,118	-14.0%	Shares	Sole	2023-04-11
2022-12-31	$940,058	5,952	0.0%	Shares	Sole	2023-02-15
2022-09-30	$889,347	5,952	0.0%	Shares	Sole	2022-11-08
2022-06-30	$939,047	5,952	-32.0%	Shares	Sole	2022-08-02
2022-03-31	$1,613,384	8,747	+3.0%	Shares	Sole	2022-05-13
2021-09-30	$1,661,374	8,492	+1.7%	Shares	Sole	2021-10-18
2021-06-30	$1,593,418	8,353	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$1,479,057	8,432	+1.7%	Shares	Sole	2021-05-13
2020-12-31	$1,235,508	8,292	-5.6%	Shares	Sole	2021-02-26
2020-09-30	$965,449	8,784	+10.5%	Shares	Sole	2020-11-13
2020-06-30	$835,998	7,946	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.