Paragon Private Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1922684
LEXINGTON, KY
Position in PNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$236,616
-$101,750 QoQ
Shares Held
961
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,649
of 2,021 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $1,447,231 across 3 Banks - Regional names. PNC ranks #3 (16.3% of the industry book) .
All Filings in PNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,616 | 961 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $338,366 | 1,684 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $266,580 | 1,430 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,052 | 1,269 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214,449 | 1,112 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||