VALLEY NATIONAL ADVISERS INC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 773411
BETHLEHEM, PA
Position in PNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$477,913
+$58,820 QoQ
Shares Held
1,941
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,281
of 2,021 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,525,483 across 21 Banks - Regional names. PNC ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
26,321 | $636,704 | |
| 2 | USB |
US Bancorp De
|
10,504 | $634,441 | |
| 3 | PFS |
Provident Financial Services Inc
|
22,635 | $535,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,941 | $477,913 | |
| 5 | TFC |
Truist Financial Corp
|
9,582 | $477,375 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,026 | $396,055 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
8,673 | $153,772 | |
| 8 | FBNC |
First Bancorp /Nc/
|
999 | $63,866 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,913 | 1,941 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $419,093 | 2,014 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $419,964 | 2,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $404,271 | 2,012 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $375,077 | 2,012 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $353,473 | 2,011 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $387,049 | 2,007 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $378,572 | 2,048 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $327,285 | 2,105 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $340,976 | 2,110 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $382,014 | 2,467 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $298,331 | 2,430 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $302,154 | 2,399 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $361,853 | 2,847 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $481,243 | 3,047 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $510,866 | 3,419 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $540,993 | 3,429 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $632,479 | 3,429 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $687,583 | 3,429 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $657,741 | 3,362 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $655,451 | 3,436 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $487,639 | 2,780 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $411,240 | 2,760 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $303,351 | 2,760 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $288,591 | 2,743 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $327,458 | 3,421 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||