Independent Solutions Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1818391
Williamsville, NY
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,138,174
+$416,022 QoQ
Shares Held
8,684
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#713
of 2,021 holders
Holding Since
Mar 2020
22 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, 2026Independent Solutions Wealth Management, LLC holds $3,104,742 across 4 Banks - Regional names. PNC ranks #1 (68.9% of the industry book) .
All Filings in PNC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,174 | 8,684 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,722,152 | 8,276 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,589,896 | 7,617 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,567,454 | 7,801 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,335,140 | 7,162 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,156,742 | 6,581 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,367,692 | 7,092 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $237,347 | 1,284 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $391,965 | 2,521 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $426,139 | 2,637 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $494,281 | 3,192 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $1,040,107 | 8,472 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $933,037 | 7,408 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $909,273 | 7,154 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $1,070,043 | 6,775 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $806,569 | 5,398 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $741,992 | 4,703 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $700,356 | 3,797 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $456,584 | 2,277 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $388,541 | 1,986 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $314,563 | 1,649 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $345,836 | 3,613 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||