MCCARTER PRIVATE WEALTH SERVICES LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2036922
Boston, MA
Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$564,336
+$165,428 QoQ
Shares Held
2,292
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,204
of 2,021 holders
Holding Since
Dec 2025
3 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $798,271 across 2 Banks - Regional names. PNC ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,292 | $564,336 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,150 | $233,935 |
All Filings in PNC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,336 | 2,292 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $398,908 | 1,917 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $264,669 | 1,268 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||