INDEPENDENT FINANCIAL GROUP, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 275484
SAN DIEGO, CA
Position in PNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,433,985
+$304,057 QoQ
Shares Held
5,824
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#826
of 2,018 holders
Holding Since
Sep 2021
16 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. PNC ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
5,824 | $1,433,985 | |
| 2 | WAL |
Western Alliance Bancorporation
|
15,595 | $1,281,909 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,743 | $1,033,042 | |
| 4 | USB |
US Bancorp De
|
13,064 | $789,065 | |
| 5 | MTB |
M&T Bank Corp
|
2,536 | $603,593 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
280 | $582,621 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,760 | $248,708 | |
| 8 | EWBC |
East West Bancorp Inc
|
1,733 | $223,712 |
All Filings in PNC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,985 | 5,824 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,129,928 | 5,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $858,506 | 4,113 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $757,104 | 3,768 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $700,566 | 3,758 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $400,931 | 2,281 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $324,373 | 1,682 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $340,124 | 1,840 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $251,100 | 1,615 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $226,078 | 1,399 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $225,926 | 1,459 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $285,685 | 2,327 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $288,803 | 2,293 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $206,952 | 1,122 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $214,155 | 1,068 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $208,943 | 1,068 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||