Montgomery Financial Services LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 2149844 OCEAN CITY, MD

Position in PNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$114,492

New position

Shares Held

465

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#1,778

of 2,021 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Montgomery Financial Services LLC holds $136,276 across 3 Banks - Regional names. PNC ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	465	$114,492
2	WSFS	Wsfs Financial Corp	256	$19,642
3	MTB	M&T Bank Corp	9	$2,142

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,492	465	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.