Position in PNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,305,101
+$1,825,676 QoQ
Shares Held
29,669
+12.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#426
of 2,030 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $126,755,942 across 30 Banks - Regional names. PNC ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
1,367,213 | $77,069,796 | |
| 2 | NWG |
NatWest Group plc
|
435,673 | $7,680,914 | |
| 3 | KB |
KB Financial Group Inc.
|
73,162 | $7,679,083 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
29,669 | $7,305,101 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
109,575 | $6,930,618 | |
| 6 | LYG |
Lloyds Banking Group plc
|
423,223 | $2,467,390 | |
| 7 | FHB |
First Hawaiian, Inc.
|
83,192 | $2,437,525 | |
| 8 | USB |
US Bancorp De
|
31,931 | $1,928,632 |
All Filings in PNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,305,101 | 29,669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,479,425 | 26,332 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,555,740 | 21,826 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,816,464 | 18,994 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,304,480 | 17,726 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,192,510 | 18,163 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,883,806 | 20,139 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,527,122 | 19,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,458,138 | 15,810 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,671,732 | 16,533 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,461,805 | 15,898 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,110,539 | 17,191 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,314,079 | 18,373 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,484,932 | 19,551 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,451,544 | 15,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,274,321 | 15,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,569,757 | 16,288 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $205,477 | 1,114 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||