Pine Harbor Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2016051
FAIRFAX, VA
Position in PNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$428,669
+$64,928 QoQ
Shares Held
1,741
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,339
of 2,021 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pine Harbor Wealth Management, LLC holds $937,231 across 2 Banks - Regional names. PNC ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
10,208 | $508,562 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,741 | $428,669 |
All Filings in PNC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,669 | 1,741 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $363,741 | 1,748 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $362,355 | 1,736 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $345,398 | 1,719 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $301,813 | 1,619 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $259,963 | 1,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $283,103 | 1,468 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $268,956 | 1,455 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,202 | 1,442 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $230,764 | 1,428 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $221,125 | 1,428 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||