Valued Wealth Advisors LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2007175
HOLLADAY, UT
Position in PNC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,451
+$4,469 QoQ
Shares Held
79
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,874
of 1,995 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, 2026Valued Wealth Advisors LLC holds $205,844 across 47 Banks - Regional names. PNC ranks #1 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
79 | $19,451 | |
| 2 | FITB |
Fifth Third Bancorp
|
295 | $16,629 | |
| 3 | TFC |
Truist Financial Corp
|
327 | $16,291 | |
| 4 | IBN |
Icici Bank Ltd
|
528 | $15,327 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
176 | $12,177 | |
| 6 | USB |
US Bancorp De
|
146 | $8,818 | |
| 7 | EWBC |
East West Bancorp Inc
|
64 | $8,261 | |
| 8 | AX |
Axos Financial, Inc.
|
73 | $7,109 |
All Filings in PNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,451 | 79 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,982 | 72 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,193 | 68 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,055 | 60 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,812 | 58 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,843 | 56 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,149 | 63 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,242 | 50 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,463 | 48 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,140 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,561 | 23 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||