Baron Wealth Management LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1968507
TROY, MI
Position in PNC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$410,694
+$85,658 QoQ
Shares Held
1,668
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,363
of 2,018 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $5,716,145 across 13 Banks - Regional names. PNC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
55,179 | $972,805 | |
| 2 | USB |
US Bancorp De
|
15,752 | $951,420 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
24,957 | $842,548 | |
| 4 | BPOP |
Popular, Inc.
|
3,720 | $610,749 | |
| 5 | FBP |
First Bancorp /Pr/
|
18,551 | $483,624 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,668 | $410,694 | |
| 7 | WAFD |
Wafd Inc
|
8,869 | $340,303 | |
| 8 | BAP |
Credicorp Ltd
|
667 | $259,849 |
All Filings in PNC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,694 | 1,668 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $325,036 | 1,562 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $316,434 | 1,516 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $292,755 | 1,457 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $256,327 | 1,375 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $227,094 | 1,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $284,453 | 1,475 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $266,184 | 1,440 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $233,375 | 1,501 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,836 | 1,348 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $209,821 | 1,355 | Shares | Sole | 2024-01-04 | |
| 2022-12-31 | $214,798 | 1,360 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||