Position in PNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$652,975
+$21,630 QoQ
Shares Held
2,652
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,138
of 2,030 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. PNC ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp De
|
2,603 | $157,221 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,975 | 2,652 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $631,345 | 3,034 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $577,347 | 2,766 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $615,649 | 3,064 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $505,384 | 2,711 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $476,512 | 2,711 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $585,106 | 3,034 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $599,283 | 3,242 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $480,588 | 3,091 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $513,564 | 3,178 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $515,805 | 3,331 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $463,579 | 3,776 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $482,010 | 3,827 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $516,407 | 4,063 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $619,598 | 3,923 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $610,679 | 4,087 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $615,303 | 3,900 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $737,431 | 3,998 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $802,280 | 4,001 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $749,301 | 3,830 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $705,430 | 3,698 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $695,676 | 3,966 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $542,956 | 3,644 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $422,494 | 3,844 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $579,181 | 5,505 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $539,477 | 5,636 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||