True Wealth Design, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1966033 AKRON, OH

Position in PNC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$294,479

+$90,343 QoQ

Shares Held

1,196

+21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,524

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

True Wealth Design, LLC holds $2,813,371 across 235 Banks - Regional names. PNC ranks #1 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	1,196	$294,479
2	EWBC	East West Bancorp Inc	1,086	$140,191
3	PNFP	Pinnacle Financial Partners, Inc.	1,081	$109,051
4	FHN	First Horizon Corp	4,143	$106,226
5	CFG	Citizens Financial Group Inc/Ri	1,329	$93,123
6	CBSH	Commerce Bancshares Inc /Mo/	1,596	$92,169
7	USB	US Bancorp \De\	1,487	$89,814
8	MFG	Mizuho Financial Group Inc	8,722	$83,556

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,479	1,196	+21.9%	Shares	Sole	2026-07-16
2026-03-31	$204,136	981	+20.1%	Shares	Sole	2026-04-13
2025-12-31	$170,532	817	-5.3%	Shares	Sole	2026-01-08
2025-09-30	$173,402	863	+288.7%	Shares	Sole	2025-10-21
2025-06-30	$41,385	222	+1133.3%	Shares	Sole	2025-08-06
2025-03-31	$3,163	18	-91.0%	Shares	Sole	2025-05-13
2024-12-31	$38,762	201	+41.5%	Shares	Sole	2025-02-14
2024-09-30	$26,248	142	-5.3%	Shares	Sole	2024-11-14
2024-06-30	$23,322	150	0.0%	Shares	Sole	2024-08-14
2024-03-31	$24,240	150	0.0%	Shares	Sole	2024-05-14
2023-12-31	$23,227	150	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.