Cyndeo Wealth Partners, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in PNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,335,542

+$2,983,662 QoQ

Shares Held

13,547

+701.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#584

of 2,021 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $8,492,706 across 6 Banks - Regional names. PNC ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	13,547	$3,335,542
2	SSB	SouthState Bank Corp	22,099	$2,207,690
3	CZFS	Citizens Financial Services Inc	16,381	$1,186,639
4	TFC	Truist Financial Corp	15,851	$789,696
5	FITB	Fifth Third Bancorp	13,023	$734,106
6	RF	Regions Financial Corp	7,915	$239,033

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,335,542	13,547	+701.1%	Shares	Sole	2026-07-21
2026-03-31	$351,880	1,691	+3.7%	Shares	Sole	2026-04-13
2025-12-31	$340,229	1,630	0.0%	Shares	Sole	2026-01-07
2025-09-30	$327,515	1,630	+1.6%	Shares	Sole	2025-10-10
2025-06-30	$299,017	1,604	-5.4%	Shares	Sole	2025-07-24
2025-03-31	$298,105	1,696	+1.4%	Shares	Sole	2025-04-17
2024-12-31	$322,445	1,672	+6.0%	Shares	Sole	2025-01-21
2024-09-30	$291,693	1,578	+8.6%	Shares	Sole	2024-10-18
2024-06-30	$225,912	1,453	+9.7%	Shares	Sole	2024-07-30
2024-03-31	$214,120	1,325	+1.5%	Shares	Sole	2024-04-17
2023-12-31	$202,079	1,305	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.