Tanglewood Legacy Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1965616
HOUSTON, TX
Position in PNC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$24,970
-$77 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Tanglewood Legacy Advisors, LLC holds $587,485 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
3,802 | $587,485 |
All Filings in PNC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,970 | 120 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $25,047 | 120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,111 | 120 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $22,370 | 120 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,092 | 120 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $23,142 | 120 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,182 | 120 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,657 | 120 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $19,392 | 120 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $18,582 | 120 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $14,732 | 120 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $15,114 | 120 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $15,252 | 120 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,952 | 120 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||