LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2131510
LOUISVILLE, KY
Position in PNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,307,920
+$197,760 QoQ
Shares Held
5,312
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#857
of 2,021 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $3,808,932 across 6 Banks - Regional names. PNC ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
41,823 | $1,632,351 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
5,312 | $1,307,920 | |
| 3 | TFC |
Truist Financial Corp
|
4,637 | $231,015 | |
| 4 | RBCAA |
Republic Bancorp Inc /Ky/
|
2,457 | $222,186 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
2,762 | $211,210 | |
| 6 | FRME |
First Merchants Corp
|
4,675 | $204,250 |
All Filings in PNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,920 | 5,312 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,110,160 | 5,335 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||