SAX WEALTH ADVISORS, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1846150
PARSIPPANY, NJ
Position in PNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$911,752
+$242,743 QoQ
Shares Held
3,703
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#988
of 1,995 holders
Holding Since
Dec 2024
7 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, 2026SAX WEALTH ADVISORS, LLC holds $1,975,159 across 4 Banks - Regional names. PNC ranks #1 (46.2% of the industry book) .
All Filings in PNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,752 | 3,703 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $669,009 | 3,215 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $671,066 | 3,215 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $588,724 | 2,930 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $507,062 | 2,720 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $378,960 | 2,156 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,245 | 1,588 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||