BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1840565 MADISON, WI

Position in PNC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$455,753

+$59,550 QoQ

Shares Held

1,851

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,306

of 2,018 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,235,087 across 3 Banks - Regional names. PNC ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNFP	Pinnacle Financial Partners, Inc.	5,728	$577,840
2	PNC	Pnc Financial Services Group, Inc. This page	1,851	$455,753
3	USB	US Bancorp De	3,336	$201,494

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,753	1,851	-2.8%	Shares	Sole	2026-07-17
2026-03-31	$396,203	1,904	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$398,883	1,911	-2.3%	Shares	Sole	2026-01-08
2025-09-30	$392,818	1,955	-3.6%	Shares	Sole	2025-10-09
2025-06-30	$377,873	2,027	+9.0%	Shares	Sole	2025-07-10
2025-03-31	$326,932	1,860	+19.3%	Shares	Sole	2025-04-09
2024-12-31	$300,653	1,559	+0.6%	Shares	Sole	2025-01-10
2024-09-30	$286,332	1,549	-2.6%	Shares	Sole	2024-10-24
2024-06-30	$247,368	1,591	-33.4%	Shares	Sole	2024-07-18
2024-03-31	$386,224	2,390	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$360,645	2,329	-17.4%	Shares	Sole	2024-01-10
2023-09-30	$345,965	2,818	-72.1%	Shares	Sole	2023-10-10
2023-06-30	$1,270,331	10,086	+3.0%	Shares	Sole	2023-07-20
2023-03-31	$1,244,309	9,790	-20.4%	Shares	Sole	2023-04-12
2022-12-31	$1,943,293	12,304	+8.1%	Shares	Sole	2023-01-26
2022-09-30	$1,701,296	11,386	-9.7%	Shares	Sole	2022-10-20
2022-06-30	$1,989,479	12,610	+2.5%	Shares	Sole	2022-07-28
2022-03-31	$2,269,288	12,303	+41.0%	Shares	Sole	2022-04-27
2021-12-31	$1,750,138	8,728	+1.0%	Shares	Sole	2022-02-08
2021-09-30	$1,691,112	8,644	-13.6%	Shares	Sole	2021-11-02
2021-06-30	$1,908,935	10,007	+2.3%	Shares	Sole	2021-07-30
2021-03-31	$1,715,685	9,781	+108.2%	Shares	Sole	2021-04-28
2020-12-31	$700,002	4,698	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.