waypoint wealth counsel
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1807909
ATLANTA, GA
Position in PNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$563,104
-$70,945 QoQ
Shares Held
2,287
-24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,205
of 2,021 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026waypoint wealth counsel holds $1,392,002 across 4 Banks - Regional names. PNC ranks #1 (40.5% of the industry book) .
All Filings in PNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,104 | 2,287 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $634,049 | 3,047 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $785,659 | 3,764 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $670,503 | 3,337 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $454,491 | 2,438 | Shares | Other | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||