FSM Wealth Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1942548
CLEVELAND, OH
Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$790,612
+$134,089 QoQ
Shares Held
3,211
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,062
of 2,021 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $1,774,091 across 3 Banks - Regional names. PNC ranks #1 (44.6% of the industry book) .
All Filings in PNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,612 | 3,211 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $656,523 | 3,155 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $628,694 | 3,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $641,167 | 3,191 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $557,395 | 2,990 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||