Trifecta Capital Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1962615
NORTHBROOK, IL
Position in PNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,431
-$391 QoQ
Shares Held
18
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,972
of 2,021 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $359,074 across 9 Banks - Regional names. PNC ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
5,757 | $347,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
18 | $4,431 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
197 | $1,887 | |
| 4 | LYG |
Lloyds Banking Group plc
|
270 | $1,574 | |
| 5 | NWG |
NatWest Group plc
|
52 | $916 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
44 | $780 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
5 | $772 | |
| 8 | HDB |
Hdfc Bank Ltd
|
20 | $516 |
All Filings in PNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,431 | 18 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $4,822 | 24 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,474 | 24 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,218 | 24 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,628 | 24 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,436 | 24 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,731 | 24 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,878 | 24 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,180 | 27 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,314 | 27 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,400 | 27 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,431 | 27 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,424 | 66 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||