Heritage Wealth Management, Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1944755
CINCINNATI, OH
Position in PNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,826,952
+$281,307 QoQ
Shares Held
7,420
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#759
of 2,021 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $20,324,546 across 4 Banks - Regional names. PNC ranks #2 (9.0% of the industry book) .
All Filings in PNC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,952 | 7,420 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,545,645 | 7,405 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,494,718 | 7,439 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,386,591 | 7,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,302,807 | 7,412 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,427,861 | 7,404 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,369,368 | 7,408 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,158,170 | 7,449 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||