SUMMIT WEALTH GROUP LLC / CO
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in PNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$285,615
+$56,300 QoQ
Shares Held
1,160
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,547
of 2,021 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,026,650 across 6 Banks - Regional names. PNC ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
17,007 | $723,477 | |
| 2 | USB |
US Bancorp \De\
|
5,316 | $321,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,160 | $285,615 | |
| 4 | AX |
Axos Financial, Inc.
|
2,764 | $269,185 | |
| 5 | TFC |
Truist Financial Corp
|
4,519 | $225,136 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,885 | $202,151 |
All Filings in PNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,615 | 1,160 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $229,315 | 1,102 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $277,610 | 1,330 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $247,938 | 1,330 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||