Alteri Wealth LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2054980
WESTLAKE VILLAGE, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$288,323
+$45,274 QoQ
Shares Held
1,171
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,534
of 2,018 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $1,588,059 across 4 Banks - Regional names. PNC ranks #3 (18.2% of the industry book) .
All Filings in PNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,323 | 1,171 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,049 | 1,168 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $245,883 | 1,178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $241,316 | 1,201 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $226,500 | 1,215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $287,032 | 1,633 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $360,822 | 1,871 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||