Intergy Private Wealth, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1911342 COLORADO SPRINGS, CO

Position in PNC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,577,330

+$213,764 QoQ

Shares Held

14,529

-10.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#558

of 2,021 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $4,584,896 across 5 Banks - Regional names. PNC ranks #1 (78.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	14,529	$3,577,330
2	HBAN	Huntington Bancshares Inc /Md/	22,328	$395,875
3	USB	US Bancorp De	4,885	$295,054
4	TFC	Truist Financial Corp	4,464	$222,396
5	LYG	Lloyds Banking Group plc	16,165	$94,241

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,577,330	14,529	-10.1%	Shares	Sole	2026-07-17
2026-03-31	$3,363,566	16,164	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.