Charter Oak Capital Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1810720
PORTSMOUTH, NH
Position in PNC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,104,622
-$109,794 QoQ
Shares Held
10,114
-4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 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 Mar 31, 2026Charter Oak Capital Management, LLC holds $2,104,622 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
10,114 | $2,104,622 |
All Filings in PNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,104,622 | 10,114 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,214,416 | 10,609 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,242,378 | 11,160 | Shares | Sole | 2025-10-30 | |
| 2022-06-30 | $11,832 | 75 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $13,833 | 75 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $15,039 | 75 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,673 | 75 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $14,307 | 75 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,155 | 75 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,175 | 75 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||