Optivise Advisory Services LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2042876
FRANKLIN, TN
Position in PNC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$235,632
+$28,155 QoQ
Shares Held
957
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,652
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, 2026Optivise Advisory Services LLC holds $819,348 across 3 Banks - Regional names. PNC ranks #3 (28.8% 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 | $235,632 | 957 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $207,477 | 994 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||