Badgley Phelps Wealth Managers, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1895362
SEATTLE, WA
Position in PNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$325,256
New position
Shares Held
1,321
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,464
of 2,021 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $3,874,735 across 8 Banks - Regional names. PNC ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
17,340 | $1,047,336 | |
| 2 | TFC |
Truist Financial Corp
|
18,229 | $908,168 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
|
20,971 | $621,161 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,321 | $325,256 | |
| 5 | TSBK |
Timberland Bancorp Inc
|
6,866 | $307,665 | |
| 6 | BANR |
Banner Corp
|
4,099 | $272,337 | |
| 7 | GBCI |
Glacier Bancorp, Inc.
|
5,242 | $270,382 | |
| 8 | RVSB |
Riverview Bancorp Inc
|
22,547 | $122,430 |
All Filings in PNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,256 | 1,321 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||