PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in PNC — Pnc Financial Services Group, Inc.
CIK 2145782
WALTHAM, MA
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$46,781
New position
Shares Held
190
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,843
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names. PNC ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
33,501 | $447,573 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
10,402 | $231,340 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
6,155 | $130,055 | |
| 4 | MTB |
M&T Bank Corp
|
501 | $119,243 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,030 | $72,172 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
This page
|
190 | $46,781 | |
| 7 | USB |
US Bancorp \De\
|
625 | $37,750 | |
| 8 | WAL |
Western Alliance Bancorporation
|
132 | $10,850 |
All Filings in PNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,781 | 190 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||