Kaufman Rossin Wealth, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2049750
Miami, FL
Position in PNC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$334,366
+$54,277 QoQ
Shares Held
1,358
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,449
of 2,021 holders
Holding Since
Mar 2025
6 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, 2026Kaufman Rossin Wealth, LLC holds $334,366 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,358 | $334,366 |
All Filings in PNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,366 | 1,358 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $280,089 | 1,346 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,034,257 | 4,955 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $995,407 | 4,954 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $865,548 | 4,643 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $661,246 | 3,762 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||