PRECEDENT WEALTH PARTNERS, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2008666
HOUSTON, TX
Position in PNC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,416,156
+$483,833 QoQ
Shares Held
9,813
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#686
of 2,018 holders
Holding Since
Jun 2024
9 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,184,473 across 3 Banks - Regional names. PNC ranks #1 (75.9% of the industry book) .
All Filings in PNC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,416,156 | 9,813 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,932,323 | 9,286 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,869,177 | 8,955 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,707,503 | 8,498 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,433,383 | 7,689 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,118,951 | 6,366 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $972,735 | 5,044 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $925,913 | 5,009 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $664,521 | 4,274 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||