San Luis Wealth Advisors LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1844709 SAN LUIS OBISPO, CA

Position in PNC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,062,299

-$56,493 QoQ

Shares Held

5,105

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

San Luis Wealth Advisors LLC holds $6,811,931 across 5 Banks - Regional names. PNC ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	43,289	$1,989,995
2	TCBK	Trico Bancshares /	37,515	$1,783,463
3	PNC	Pnc Financial Services Group, Inc. This page	5,105	$1,062,299
4	FITB	Fifth Third Bancorp	21,649	$1,005,812
5	HBAN	Huntington Bancshares Inc /Md/	62,004	$970,362

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.