WealthPlan Investment Management, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1929986 OMAHA, NE

Position in PNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,048,202

+$493,273 QoQ

Shares Held

12,380

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#614

of 2,021 holders

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,499,248 across 5 Banks - Regional names. PNC ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	21,502	$3,322,489
2	PNC	Pnc Financial Services Group, Inc. This page	12,380	$3,048,202
3	UMBF	Umb Financial Corp	4,154	$593,025
4	USB	US Bancorp \De\	5,023	$303,389
5	VLY	Valley National Bancorp	15,846	$232,143

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,048,202	12,380	+0.8%	Shares	Sole	2026-07-28
2026-03-31	$2,554,929	12,278	-2.5%	Shares	Sole	2026-04-29
2022-12-31	$1,989,411	12,596	-0.0%	Shares	Other	2023-02-15
2022-09-30	$1,882,691	12,600	-3.1%	Shares	Other	2022-12-12
2022-03-31	$2,398,033	13,001	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.