Position in PNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,555,617
+$410,290 QoQ
Shares Held
6,318
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#799
of 2,018 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,834,363 across 16 Banks - Regional names. PNC ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
6,318 | $1,555,617 | |
| 2 | USB |
US Bancorp De
|
18,788 | $1,134,795 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,995 | $907,415 | |
| 4 | WTFC |
Wintrust Financial Corp
|
5,389 | $866,120 | |
| 5 | TFC |
Truist Financial Corp
|
13,798 | $687,416 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,620 | $674,073 | |
| 7 | FBK |
FB Financial Corp
|
11,112 | $615,049 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
13,286 | $542,600 |
All Filings in PNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555,617 | 6,318 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,145,327 | 5,504 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,053,251 | 5,046 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $984,155 | 4,898 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,580,095 | 8,476 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $476,512 | 2,711 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $269,218 | 1,396 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $240,859 | 1,303 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,447,566 | 15,742 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,229,433 | 13,796 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||