Position in PNC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$811,787
+$90,339 QoQ
Shares Held
3,297
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#367
of 834 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $893,387 across 2 Banks - Regional names. PNC ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,297 | $811,787 | |
| 2 | PNBK |
Patriot National Bancorp Inc
|
85,000 | $81,600 |
All Filings in PNC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,787 | 3,297 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $721,448 | 3,467 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $717,613 | 3,438 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $574,458 | 2,859 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||