Pacific Excel Wealth Advisors, Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2110884
WALNUT CREEK, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$233,909
New position
Shares Held
950
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,660
of 2,021 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $233,909 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
|
950 | $233,909 |
All Filings in PNC
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,909 | 950 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||