HB Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1911253
Atlanta, GA
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,664,471
+$2,358,942 QoQ
Shares Held
55,497
+2.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#329
of 2,030 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. PNC ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
252,376 | $15,243,510 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
55,497 | $13,664,471 | |
| 3 | FITB |
Fifth Third Bancorp
|
127,438 | $7,183,680 | |
| 4 | TFC |
Truist Financial Corp
|
136,250 | $6,787,975 | |
| 5 | RF |
Regions Financial Corp
|
123,329 | $3,724,535 | |
| 6 | TRMK |
Trustmark Corp
|
67,330 | $3,097,853 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
36,686 | $2,570,588 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
125,261 | $2,220,877 |
All Filings in PNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,664,471 | 55,497 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,305,529 | 54,330 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,316,714 | 54,217 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,881,766 | 54,157 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,411,413 | 50,485 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,987,647 | 51,133 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,303,349 | 43,056 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,001,008 | 37,874 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,843,093 | 37,581 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,679,593 | 35,146 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,309,672 | 40,747 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,147,623 | 41,929 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,031,828 | 39,951 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,491,078 | 35,335 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,085,825 | 32,201 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,460,934 | 29,855 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,688,347 | 23,378 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,008,379 | 16,310 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,827,131 | 14,099 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||