UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2011649
PITTSBURGH, PA
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$203,870
+$31,042 QoQ
Shares Held
828
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,726
of 2,018 holders
Holding Since
Dec 2025
2 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $764,569 across 3 Banks - Regional names. PNC ranks #2 (26.7% of the industry book) .
All Filings in PNC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,870 | 828 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $172,828 | 828 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||