Pathstone Holdings, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in PNC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$16,423,085

+$676,913 QoQ

Shares Held

78,923

+4.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 46.61505518036567.ToString("F0")% Shared 0.43586787121624876.ToString("F0")% None 52.94907694841808.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $255,190,515 across 96 Banks - Regional names. PNC ranks #1 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	78,923	$16,423,085
2	USB	US Bancorp De	269,596	$14,021,686
3	FITB	Fifth Third Bancorp	275,128	$12,782,445
4	NU	Nu Holdings Ltd.	638,504	$9,175,301
5	TFC	Truist Financial Corp	196,658	$9,040,367
6	NWG	NatWest Group plc	581,001	$8,656,914
7	CFG	Citizens Financial Group Inc/Ri	140,873	$8,448,153
8	MFG	Mizuho Financial Group Inc	971,275	$7,711,923

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,423,085	78,923	+4.6%	Shares	Defined	2026-05-11
2025-12-31	$15,746,172	75,438	-3.2%	Shares	Other	2026-02-13
2025-09-30	$15,661,086	77,943	+3.5%	Shares	Other	2025-11-13
2025-06-30	$14,035,747	75,291	-29.1%	Shares	Sole	2025-08-12
2025-03-31	$18,663,434	106,181	+51.1%	Shares	Sole	2025-05-15
2024-12-31	$13,552,725	70,276	+3.2%	Shares	Sole	2025-02-14
2024-09-30	$12,592,905	68,125	+2.2%	Shares	Sole	2024-11-07
2024-06-30	$10,363,362	66,654	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$10,585,283	65,503	+12.4%	Shares	Sole	2024-05-13
2023-12-31	$9,021,869	58,262	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.