Marshall & Sterling Wealth Advisors Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in PNC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,250
+$2,517 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,912
of 2,021 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $345,939 across 5 Banks - Regional names. PNC ranks #4 (4.7% of the industry book) .
All Filings in PNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,250 | 66 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,733 | 66 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,776 | 66 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,470 | 77 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $14,353 | 77 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,654 | 72 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,728 | 66 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||