West Financial Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1843684
DES MOINES, IA
Position in PNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$42,842
+$6,635 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,844
of 2,016 holders
Holding Since
Sep 2022
16 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, 2026West Financial Advisors, LLC holds $305,537 across 5 Banks - Regional names. PNC ranks #2 (14.0% of the industry book) .
All Filings in PNC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,842 | 174 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $36,207 | 174 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $36,319 | 174 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $34,961 | 174 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $32,437 | 174 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $30,583 | 174 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $33,555 | 174 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $32,163 | 174 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $27,053 | 174 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $28,118 | 174 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $26,943 | 174 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $21,361 | 174 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $21,915 | 174 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $22,115 | 174 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $27,481 | 174 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $25,999 | 174 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||