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BALANCED WEALTH GROUP LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2009783 WESTLAKE, OH

Position in PNC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$293,986
New position
Shares Held
1,194
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,524
of 2,018 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

BALANCED WEALTH GROUP LLC holds $758,124 across 3 Banks - Regional names. PNC ranks #1 (38.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
This page
1,194 $293,986

All Filings in PNC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $293,986 1,194