Lakeridge Wealth Management LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2012028
MENTOR, OH
Position in PNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$608,409
+$109,410 QoQ
Shares Held
2,471
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,165
of 2,018 holders
Holding Since
Dec 2023
11 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, 2026Lakeridge Wealth Management LLC holds $810,848 across 2 Banks - Regional names. PNC ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,471 | $608,409 | |
| 2 | PB |
Prosperity Bancshares Inc
|
2,772 | $202,439 |
All Filings in PNC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,409 | 2,471 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $498,999 | 2,398 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $492,602 | 2,360 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $468,367 | 2,331 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $452,068 | 2,425 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $424,484 | 2,415 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $460,525 | 2,388 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $440,867 | 2,385 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $370,508 | 2,383 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $371,680 | 2,300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $355,845 | 2,298 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||