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Center for Wealth Management Advisory

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2121390 MILFORD, OH

Position in PNC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,136,697
New position
Shares Held
8,678
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#714
of 2,021 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Center for Wealth Management Advisory holds $5,255,942 across 3 Banks - Regional names. PNC ranks #1 (40.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
This page
8,678 $2,136,697

All Filings in PNC

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1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,136,697 8,678