Financial Life Planners

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2053368 TEMPE, AZ

Position in PNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$36,440

+$5,851 QoQ

Shares Held

148

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,861

of 2,021 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Life Planners holds $247,479 across 4 Banks - Regional names. PNC ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRCE	1St Source Corp	1,791	$146,109
2	PNC	Pnc Financial Services Group, Inc. This page	148	$36,440
3	BANR	Banner Corp	500	$33,220
4	USB	US Bancorp De	525	$31,710

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,440	148	+0.7%	Shares	Sole	2026-07-21
2026-03-31	$30,589	147	-24.6%	Shares	Sole	2026-04-24
2025-09-30	$39,181	195	+3.2%	Shares	Sole	2025-11-13
2024-12-31	$36,448	189	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.