Wescott Financial Advisory Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1864880
Philadelphia, PA
Position in PNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$443,934
+$60,633 QoQ
Shares Held
1,803
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,315
of 2,021 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $443,934 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,803 | $443,934 |
All Filings in PNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,934 | 1,803 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $383,301 | 1,842 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $343,360 | 1,645 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $327,114 | 1,628 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $299,390 | 1,606 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $274,904 | 1,564 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $304,510 | 1,579 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,901 | 2,726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $662,189 | 4,259 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $685,507 | 4,242 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $521,689 | 3,369 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $418,768 | 3,411 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||