Planned Solutions, Inc.

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1831332 FOLSOM, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$328,211

+$82,457 QoQ

Shares Held

1,333

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,466

of 2,030 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planned Solutions, Inc. holds $860,799 across 3 Banks - Regional names. PNC ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	1,333	$328,211
2	RF	Regions Financial Corp	9,285	$280,407
3	CFG	Citizens Financial Group Inc/Ri	3,599	$252,181

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,211	1,333	+12.9%	Shares	Sole	2026-07-13
2026-03-31	$245,754	1,181	0.0%	Shares	Sole	2026-04-09
2025-12-31	$246,510	1,181	+2.4%	Shares	Sole	2026-01-28
2025-09-30	$231,672	1,153	+4.1%	Shares	Sole	2025-10-23
2025-06-30	$206,553	1,108	+103.7%	Shares	Sole	2025-07-29
2024-09-30	$100,558	544	0.0%	Shares	Sole	2024-10-09
2023-12-31	$84,238	544	+8.8%	Shares	Sole	2024-01-18
2020-12-31	$74,500	500	0.0%	Shares	Sole	2021-01-29
2020-09-30	$54,955	500	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.