San Luis Wealth Advisors LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1844709 SAN LUIS OBISPO, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,121,532

+$59,233 QoQ

Shares Held

4,555

-10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#914

of 2,021 holders

Holding Since

Jun 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $6,829,937 across 4 Banks - Regional names. PNC ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TCBK	Trico Bancshares /	49,454	$2,663,097
2	TFC	Truist Financial Corp	39,213	$1,953,591
3	PNC	Pnc Financial Services Group, Inc. This page	4,555	$1,121,532
4	FITB	Fifth Third Bancorp	19,367	$1,091,717

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,121,532	4,555	-10.8%	Shares	Sole	2026-07-16
2026-03-31	$1,062,299	5,105	-4.8%	Shares	Sole	2026-04-29
2025-12-31	$1,118,792	5,360	+30.7%	Shares	Sole	2026-01-26
2025-09-30	$823,813	4,100	+5.7%	Shares	Sole	2025-11-18
2025-06-30	$722,936	3,878	-32.9%	Shares	Sole	2025-07-17
2023-06-30	$728,116	5,781	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.