Concurrent Investment Advisors, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2001015 Tampa, FL

Position in PNC

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

Position Value

$2,582,109

+$583,405 QoQ

Shares Held

10,487

+9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#667

of 2,021 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $73,176,011 across 55 Banks - Regional names. PNC ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	377,499	$18,806,999
2	KEY	Keycorp /New/	435,809	$10,045,396
3	RF	Regions Financial Corp	143,971	$4,347,924
4	USB	US Bancorp \De\	71,072	$4,292,748
5	CFR	Cullen/Frost Bankers, Inc.	20,577	$3,179,557
6	PNC	Pnc Financial Services Group, Inc. This page	10,487	$2,582,109
7	HBAN	Huntington Bancshares Inc /Md/	136,076	$2,412,627
8	PNFP	Pinnacle Financial Partners, Inc.	22,718	$2,291,791

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,582,109	10,487	+9.2%	Shares	Sole	2026-07-27
2026-03-31	$1,998,704	9,605	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$1,962,061	9,400	+43.6%	Shares	Sole	2026-01-29
2025-09-30	$1,315,488	6,547	-0.5%	Shares	Sole	2025-10-27
2025-06-30	$1,226,270	6,578	-4.0%	Shares	Sole	2025-07-25
2025-03-31	$1,204,903	6,855	+4.3%	Shares	Sole	2025-04-29
2024-12-31	$1,267,217	6,571	+2.5%	Shares	Sole	2025-02-03
2024-09-30	$1,185,443	6,413	+45.6%	Shares	Sole	2024-10-30
2024-06-30	$684,733	4,404	+13.9%	Shares	Sole	2024-07-30
2024-03-31	$624,584	3,865	+22.9%	Shares	Sole	2024-05-07
2023-12-31	$486,848	3,144	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.