Root Financial Partners, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1977181
ENCINITAS, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$419,066
+$60,944 QoQ
Shares Held
1,702
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,350
of 2,021 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $2,352,215 across 7 Banks - Regional names. PNC ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCBP |
Bcb Bancorp Inc
|
82,607 | $885,547 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,702 | $419,066 | |
| 3 | RF |
Regions Financial Corp
|
9,638 | $291,067 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
3,661 | $256,526 | |
| 5 | FITB |
Fifth Third Bancorp
|
3,941 | $222,154 | |
| 6 | USB |
US Bancorp \De\
|
3,392 | $204,876 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,518 | $72,979 |
All Filings in PNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,066 | 1,702 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $358,122 | 1,721 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $274,271 | 1,314 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $251,966 | 1,254 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $371,402 | 2,113 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $345,780 | 1,793 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||