BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2010186
CINCINNATI, OH
Position in PNC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,067,998
+$55,215 QoQ
Shares Held
9,938
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $63,085,507 across 34 Banks - Regional names. PNC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
361,607 | $18,807,180 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
121,037 | $16,591,751 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $13,685,361 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $4,235,368 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $2,822,282 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
9,938 | $2,067,998 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,032 | $2,045,726 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $753,864 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,067,998 | 9,938 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,012,783 | 9,643 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,924,708 | 9,579 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,823,187 | 9,780 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,734,322 | 9,867 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,920,400 | 9,958 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,824,839 | 9,872 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,545,471 | 9,940 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,600,001 | 9,901 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,634,132 | 10,553 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,560,161 | 12,708 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,632,060 | 12,958 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,628,659 | 12,814 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,058,905 | 13,036 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,947,839 | 13,036 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,061,107 | 13,064 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $2,384,385 | 12,927 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $3,040,484 | 15,163 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $2,952,794 | 15,093 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $2,685,900 | 14,080 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,241,915 | 12,781 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,039,214 | 13,686 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,459,494 | 13,279 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,399,713 | 13,304 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,311,746 | 13,704 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||