PLANNING ALTERNATIVES LTD /ADV
Position in PNC — Pnc Financial Services Group, Inc.
CIK 712011
BIRMINGHAM, MI
Position in PNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,280
-$69,746 QoQ
Shares Held
984
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,636
of 2,021 holders
Holding Since
Sep 2023
6 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $735,375 across 3 Banks - Regional names. PNC ranks #2 (32.9% of the industry book) .
All Filings in PNC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,280 | 984 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $312,026 | 1,688 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $262,450 | 1,688 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $272,780 | 1,688 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $261,386 | 1,688 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $207,235 | 1,688 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||