Accurate Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,623,227
+$613,286 QoQ
Shares Held
10,654
+10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#663
of 2,021 holders
Holding Since
Jun 2021
19 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, 2026Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. PNC ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
10,654 | $2,623,227 | |
| 2 | FITB |
Fifth Third Bancorp
|
27,503 | $1,550,344 | |
| 3 | USB |
US Bancorp De
|
20,455 | $1,235,482 | |
| 4 | TFC |
Truist Financial Corp
|
21,690 | $1,080,595 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
11,273 | $789,899 | |
| 6 | WTFC |
Wintrust Financial Corp
|
3,061 | $491,963 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
9,489 | $434,880 | |
| 8 | KEY |
Keycorp /New/
|
18,162 | $418,634 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,623,227 | 10,654 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,009,941 | 9,659 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,953,295 | 9,358 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,835,093 | 9,133 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,655,036 | 8,878 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,523,574 | 8,668 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,602,197 | 8,308 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,471,590 | 7,961 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,263,741 | 8,128 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,287,467 | 7,967 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,219,598 | 7,876 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $944,224 | 7,691 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $916,412 | 7,276 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $879,659 | 6,921 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,041,456 | 6,594 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $981,241 | 6,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $976,596 | 6,190 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,129,571 | 6,124 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $1,133,877 | 5,944 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||