Smallwood Wealth Investment Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1921304
RED BANK, NJ
Position in PNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$145,516
+$22,535 QoQ
Shares Held
591
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,757
of 2,021 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,304,105 across 10 Banks - Regional names. PNC ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
27,915 | $408,954 | |
| 2 | MTB |
M&T Bank Corp
|
1,523 | $362,489 | |
| 3 | TFC |
Truist Financial Corp
|
4,646 | $231,463 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
591 | $145,516 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,135 | $59,815 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,900 | $33,687 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,443 | $29,336 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
378 | $26,486 |
All Filings in PNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,516 | 591 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $122,981 | 591 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $123,359 | 591 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $118,749 | 591 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $111,106 | 596 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $103,880 | 591 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||