Rockline Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2005098
Islip Terrace, NY
Position in PNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,269,163
+$357,233 QoQ
Shares Held
9,216
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#700
of 2,021 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Rockline Wealth Management, LLC holds $2,637,616 across 2 Banks - Regional names. PNC ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
9,216 | $2,269,163 | |
| 2 | PFS |
Provident Financial Services Inc
|
15,586 | $368,453 |
All Filings in PNC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,163 | 9,216 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,911,930 | 9,188 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,563,438 | 17,072 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,288,420 | 16,366 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,975,822 | 15,963 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,791,579 | 15,882 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,896,607 | 15,020 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,544,275 | 13,764 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,015,798 | 12,965 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,998,992 | 12,370 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,825,062 | 11,786 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||