Ledgewood Wealth Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2064043
EXETER, NH
Position in PNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,256,706
+$194,615 QoQ
Shares Held
5,104
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#871
of 2,021 holders
Holding Since
Sep 2024
8 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, 2026Ledgewood Wealth Advisors, LLC holds $18,042,645 across 5 Banks - Regional names. PNC ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
678,112 | $16,030,567 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
5,104 | $1,256,706 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
18,890 | $368,921 | |
| 4 | CHCO |
City Holding Co
|
1,520 | $201,612 | |
| 5 | VLY |
Valley National Bancorp
|
12,617 | $184,839 |
All Filings in PNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,706 | 5,104 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,062,091 | 5,104 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,065,357 | 5,104 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,025,546 | 5,104 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $951,487 | 5,104 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $897,130 | 5,104 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $984,306 | 5,104 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $943,474 | 5,104 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||