CPA Asset Management Group, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1963967 WEST PALM BEACH, FL

Position in PNC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,074,750

+$164,357 QoQ

Shares Held

4,365

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#931

of 2,018 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CPA Asset Management Group, LLC holds $1,209,918 across 2 Banks - Regional names. PNC ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PNC	Pnc Financial Services Group, Inc. This page	4,365	$1,074,750
2	LYG	Lloyds Banking Group plc	23,185	$135,168

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,074,750	4,365	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$910,393	4,375	0.0%	Shares	Sole	2026-05-05
2025-12-31	$913,193	4,375	0.0%	Shares	Sole	2026-01-13
2025-09-30	$879,068	4,375	0.0%	Shares	Sole	2025-10-21
2025-06-30	$815,587	4,375	0.0%	Shares	Sole	2025-07-03
2025-03-31	$768,993	4,375	0.0%	Shares	Sole	2025-04-21
2024-12-31	$843,718	4,375	+0.7%	Shares	Sole	2025-02-04
2024-09-30	$802,988	4,344	0.0%	Shares	Sole	2024-10-22
2024-06-30	$675,405	4,344	0.0%	Shares	Sole	2024-07-11
2024-03-31	$701,990	4,344	0.0%	Shares	Sole	2024-05-14
2023-12-31	$672,668	4,344	0.0%	Shares	Sole	2024-01-18
2023-09-30	$533,312	4,344	-0.3%	Shares	Sole	2023-11-02
2023-06-30	$548,638	4,356	0.0%	Shares	Sole	2023-07-28
2023-03-31	$553,647	4,356	+0.3%	Shares	Sole	2023-04-20
2022-12-31	$686,091	4,344	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.