Concord Wealth Partners
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1814214
ABINGDON, VA
Position in PNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$711,329
+$110,157 QoQ
Shares Held
2,889
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,101
of 2,021 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. PNC ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in PNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,329 | 2,889 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $601,172 | 2,889 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $603,020 | 2,889 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $587,519 | 2,924 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,504 | 169 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,128 | 69 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $40,498 | 210 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $38,448 | 208 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $37,004 | 238 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $75,144 | 465 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $84,548 | 546 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $87,780 | 715 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $88,794 | 705 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $68,379 | 538 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $146,252 | 926 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $360,550 | 2,413 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $423,927 | 2,687 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $520,702 | 2,823 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $508,518 | 2,536 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $161,403 | 825 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $410,897 | 2,154 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $261,536 | 1,491 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,562 | 138 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||