WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in PNC — Pnc Financial Services Group, Inc.
CIK 752365
SOUTH BEND, IN
Position in PNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$227,507
+$10,340 QoQ
Shares Held
924
-32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,678
of 2,021 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,507,660 across 3 Banks - Regional names. PNC ranks #3 (15.1% of the industry book) .
All Filings in PNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,507 | 924 | Shares | Sole | 2026-08-12 | |
| 2022-12-31 | $217,167 | 1,375 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $205,452 | 1,375 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $213,620 | 1,354 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $249,745 | 1,354 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $271,504 | 1,354 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $264,896 | 1,354 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $259,052 | 1,358 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $268,903 | 1,533 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $312,602 | 2,098 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $230,591 | 2,098 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $220,730 | 2,098 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||