SageView Advisory Group, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1914558
NEWPORT BEACH, CA
Position in PNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$246,466
+$39,001 QoQ
Shares Held
1,001
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,627
of 2,021 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $7,673,189 across 18 Banks - Regional names. PNC ranks #14 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWBC |
Community West Bancshares
|
50,881 | $1,366,663 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
9,616 | $673,793 | |
| 3 | USB |
US Bancorp \De\
|
10,582 | $639,152 | |
| 4 | ABCB |
Ameris Bancorp
|
6,571 | $593,098 | |
| 5 | TFC |
Truist Financial Corp
|
10,888 | $542,440 | |
| 6 | RF |
Regions Financial Corp
|
17,506 | $528,681 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,981 | $449,888 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
13,089 | $387,696 |
All Filings in PNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,466 | 1,001 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $207,465 | 997 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $207,268 | 993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $306,217 | 1,524 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,917 | 1,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,153 | 1,628 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $330,544 | 1,714 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $293,726 | 1,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $795,435 | 5,116 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,398,295 | 9,030 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $491,939 | 4,007 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $548,512 | 4,355 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $463,025 | 3,643 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||