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Consilium Wealth Advisory, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1904906 FRISCO, TX

Position in PNC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$998,914
+$116,405 QoQ
Shares Held
4,057
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#962
of 2,021 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PNC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Consilium Wealth Advisory, LLC holds $2,712,915 across 4 Banks - Regional names. PNC ranks #1 (36.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
This page
4,057 $998,914

All Filings in PNC

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $998,914 4,057
2026-03-31 $882,509 4,241
2025-12-31 $767,917 3,679
2025-09-30 $705,264 3,510