AXXCESS WEALTH MANAGEMENT, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1911056
CARLSBAD, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,902,295
-$219,182 QoQ
Shares Held
7,726
-24.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#227
of 834 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. PNC ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,902,295 | 7,726 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,121,477 | 10,195 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,213,164 | 10,603 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,645,013 | 8,187 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,342,410 | 7,201 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,121,764 | 6,382 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,953,810 | 20,502 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,556,698 | 19,241 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,776,872 | 17,860 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,031,616 | 18,760 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,455,301 | 15,856 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,595,273 | 12,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $484,907 | 3,850 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $538,522 | 4,237 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $637,287 | 4,035 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $332,907 | 2,228 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $336,207 | 2,131 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $229,824 | 1,246 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $201,322 | 1,004 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||