PERSPECTIVE WEALTH ADVISORS LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2080427
LOVELAND, CO
Position in PNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,916,822
+$300,171 QoQ
Shares Held
7,785
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#747
of 2,021 holders
Holding Since
Mar 2026
2 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, 2026PERSPECTIVE WEALTH ADVISORS LLC holds $1,916,822 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
7,785 | $1,916,822 |
All Filings in PNC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,916,822 | 7,785 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,616,651 | 7,769 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||