Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$85,438
+$12,607 QoQ
Shares Held
347
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,801
of 2,021 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,457,278 across 55 Banks - Regional names. PNC ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
12,776 | $720,183 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
59,566 | $486,654 | |
| 3 | TFC |
Truist Financial Corp
|
8,363 | $416,644 | |
| 4 | HDB |
Hdfc Bank Ltd
|
11,592 | $299,421 | |
| 5 | USB |
US Bancorp \De\
|
3,633 | $219,433 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
6,300 | $174,762 | |
| 7 | MNSB |
MainStreet Bancshares, Inc.
|
6,257 | $154,485 | |
| 8 | MTB |
M&T Bank Corp
|
570 | $135,665 |
All Filings in PNC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,438 | 347 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $72,831 | 350 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $79,526 | 381 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $177,823 | 885 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $232,838 | 1,249 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $572,482 | 3,257 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $614,805 | 3,188 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $565,825 | 3,061 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $457,111 | 2,940 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $566,084 | 3,503 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $517,353 | 3,341 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $449,338 | 3,660 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $552,668 | 4,388 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $667,910 | 5,255 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $563,845 | 3,570 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $520,878 | 3,486 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $694,188 | 4,400 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,259,793 | 6,830 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,875,263 | 9,352 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,439,127 | 7,356 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,383,963 | 7,255 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,428,363 | 8,143 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||