KINGSWOOD WEALTH ADVISORS, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1987855 SAN DIEGO, CA

Position in PNC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$885,653

+$119,050 QoQ

Shares Held

3,597

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,012

of 2,021 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. PNC ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNST	Renasant Corp	71,322	$3,034,037
2	TFC	Truist Financial Corp	29,046	$1,447,071
3	KEY	Keycorp /New/	39,997	$921,930
4	PNC	Pnc Financial Services Group, Inc. This page	3,597	$885,653
5	USB	US Bancorp \De\	14,171	$855,928
6	RF	Regions Financial Corp	27,615	$833,973
7	BUSE	First Busey Corp /Nv/	22,252	$656,434
8	FCNCA	First Citizens Bancshares Inc /De/	243	$505,631

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,653	3,597	-2.4%	Shares	Sole	2026-07-27
2026-03-31	$766,603	3,684	+9.7%	Shares	Sole	2026-04-28
2025-12-31	$701,124	3,359	+22.7%	Shares	Sole	2026-01-28
2025-09-30	$550,146	2,738	+24.7%	Shares	Sole	2025-10-23
2025-06-30	$409,378	2,196	-18.1%	Shares	Sole	2025-07-23
2024-12-31	$517,223	2,682	-29.8%	Shares	Sole	2025-01-22
2024-09-30	$706,681	3,823	+14.6%	Shares	Sole	2024-10-21
2024-06-30	$518,681	3,336	+35.3%	Shares	Sole	2024-07-09
2024-03-31	$398,505	2,466	-16.1%	Shares	Sole	2024-04-15
2023-12-31	$455,104	2,939	-25.5%	Shares	Sole	2024-01-16
2023-09-30	$484,573	3,947	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.