Phillips Wealth Planners LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1962628 STARKVILLE, MS

Position in PNC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,359,626

+$123,572 QoQ

Shares Held

5,522

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#848

of 2,021 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $3,190,638 across 7 Banks - Regional names. PNC ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	5,522	$1,359,626
2	EWBC	East West Bancorp Inc	3,419	$441,358
3	TFC	Truist Financial Corp	6,595	$328,562
4	USB	US Bancorp De	5,257	$317,522
5	WTFC	Wintrust Financial Corp	1,704	$273,866
6	CFR	Cullen/Frost Bankers, Inc.	1,555	$240,278
7	FHN	First Horizon Corp	8,948	$229,426

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,359,626	5,522	-7.0%	Shares	Sole	2026-08-07
2026-03-31	$1,236,054	5,940	+5.5%	Shares	Sole	2026-05-14
2025-12-31	$1,175,358	5,631	-13.3%	Shares	Defined	2026-02-10
2025-09-30	$1,305,241	6,496	-2.2%	Shares	Defined	2025-11-07
2025-06-30	$1,238,015	6,641	+6.9%	Shares	Defined	2025-07-11
2025-03-31	$1,092,410	6,215	-10.9%	Shares	Defined	2025-04-23
2024-12-31	$1,345,707	6,978	-3.0%	Shares	Defined	2025-01-17
2024-09-30	$1,330,365	7,197	+2.2%	Shares	Defined	2024-10-29
2024-06-30	$1,094,423	7,039	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$1,150,592	7,120	-0.1%	Shares	Defined	2024-04-29
2023-12-31	$1,103,770	7,128	-2.1%	Shares	Defined	2024-02-12
2023-09-30	$894,011	7,282	+21.2%	Shares	Defined	2023-10-30
2023-06-30	$756,833	6,009	+24.2%	Shares	Defined	2023-07-26
2023-03-31	$614,782	4,837	+4.4%	Shares	Defined	2023-05-15
2022-12-31	$731,420	4,631	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.