Quotient Wealth Partners, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2004904 DALLAS, TX

Position in PNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$664,301

+$120,979 QoQ

Shares Held

2,698

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,127

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

Quotient Wealth Partners, LLC holds $3,125,605 across 9 Banks - Regional names. PNC ranks #1 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	2,698	$664,301
2	USB	US Bancorp De	10,577	$638,850
3	TFC	Truist Financial Corp	7,317	$364,532
4	MTB	M&T Bank Corp	1,483	$352,968
5	HTB	HomeTrust Bancshares, Inc.	5,548	$276,789
6	FSBC	Five Star Bancorp	5,659	$275,536
7	FITB	Fifth Third Bancorp	4,603	$259,471
8	SHBI	Shore Bancshares Inc	9,778	$224,405

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,301	2,698	+3.3%	Shares	Sole	2026-08-03
2026-03-31	$543,322	2,611	+0.8%	Shares	Sole	2026-04-16
2025-12-31	$540,610	2,590	-3.2%	Shares	Sole	2026-01-22
2025-09-30	$537,688	2,676	-2.9%	Shares	Sole	2025-10-10
2025-06-30	$513,773	2,756	-1.1%	Shares	Sole	2025-07-29
2025-03-31	$489,695	2,786	-11.0%	Shares	Sole	2025-04-30
2024-12-31	$603,813	3,131	-10.2%	Shares	Sole	2025-01-28
2024-09-30	$644,756	3,488	+2.1%	Shares	Sole	2024-10-09
2024-06-30	$530,964	3,415	+56.4%	Shares	Sole	2024-07-24
2024-03-31	$352,772	2,183	+63.8%	Shares	Sole	2024-05-14
2023-12-31	$206,415	1,333	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.