Caldwell Trust Co

Bank

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2080218 Venice, FL

Position in PNC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$631,345

+$53,998 QoQ

Shares Held

3,034

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Caldwell Trust Co holds $5,478,507 across 19 Banks - Regional names. PNC ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NIC	Nicolet Bankshares Inc	12,578	$1,869,342
2	FNWD	Finward Bancorp	40,430	$1,467,609
3	PNC	Pnc Financial Services Group, Inc. This page	3,034	$631,345
4	TFC	Truist Financial Corp	7,283	$334,799
5	FITB	Fifth Third Bancorp	5,359	$248,979
6	ONB	Old National Bancorp /In/	10,689	$236,226
7	HBAN	Huntington Bancshares Inc /Md/	11,241	$175,921
8	HOMB	Home Bancshares Inc	5,132	$138,204

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$631,345	3,034	+9.7%	Shares	Sole	2026-04-22
2025-12-31	$577,347	2,766	-9.7%	Shares	Sole	2026-01-30
2025-09-30	$615,649	3,064	+13.0%	Shares	Sole	2025-10-23
2025-06-30	$505,384	2,711	0.0%	Shares	Sole	2025-09-22
2025-03-31	$476,512	2,711	-10.6%	Shares	Sole	2025-09-23
2024-12-31	$585,106	3,034	-6.4%	Shares	Sole	2025-09-24
2024-09-30	$599,283	3,242	+4.9%	Shares	Sole	2025-09-24
2024-06-30	$480,588	3,091	-2.7%	Shares	Sole	2025-09-24
2024-03-31	$513,564	3,178	-4.6%	Shares	Sole	2025-09-24
2023-12-31	$515,805	3,331	-11.8%	Shares	Sole	2025-10-01
2023-09-30	$463,579	3,776	-1.3%	Shares	Sole	2025-10-01
2023-06-30	$482,010	3,827	-5.8%	Shares	Sole	2025-10-01
2023-03-31	$516,407	4,063	+3.6%	Shares	Sole	2025-10-01
2022-12-31	$619,598	3,923	-4.0%	Shares	Sole	2025-10-01
2022-09-30	$610,679	4,087	+4.8%	Shares	Sole	2025-10-01
2022-06-30	$615,303	3,900	-2.5%	Shares	Sole	2025-10-02
2022-03-31	$737,431	3,998	-0.1%	Shares	Sole	2025-10-02
2021-12-31	$802,280	4,001	+4.5%	Shares	Sole	2025-10-02
2021-09-30	$749,301	3,830	+3.6%	Shares	Sole	2025-10-02
2021-06-30	$705,430	3,698	-6.8%	Shares	Sole	2025-10-02
2021-03-31	$695,676	3,966	+8.8%	Shares	Sole	2025-10-02
2020-12-31	$542,956	3,644	-5.2%	Shares	Sole	2025-10-02
2020-09-30	$422,494	3,844	-30.2%	Shares	Sole	2025-10-02
2020-06-30	$579,181	5,505	-2.3%	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.