GUARDIAN WEALTH ADVISORS, LLC / NC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1901403
RALEIGH, NC
Position in PNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$520,755
+$82,310 QoQ
Shares Held
2,115
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,243
of 2,018 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $8,688,489 across 9 Banks - Regional names. PNC ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
75,001 | $3,736,549 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,244 | $2,588,502 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,115 | $520,755 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,531 | $429,891 | |
| 5 | USB |
US Bancorp De
|
6,729 | $406,431 | |
| 6 | UMBF |
Umb Financial Corp
|
2,031 | $289,945 | |
| 7 | MTB |
M&T Bank Corp
|
1,119 | $266,333 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
5,393 | $247,161 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,755 | 2,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $438,445 | 2,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,604 | 2,154 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $433,807 | 2,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $403,599 | 2,165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,209 | 2,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $427,741 | 2,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,209 | 2,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,960 | 2,283 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,417 | 2,286 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $456,807 | 2,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $337,863 | 2,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $342,835 | 2,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $333,256 | 2,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $435,598 | 2,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $412,100 | 2,758 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $446,646 | 2,831 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $415,565 | 2,253 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $592,536 | 2,955 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||