VALLEY WEALTH MANAGERS, INC.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 924166
PARAMUS, NJ
Position in PNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,183,322
+$971,917 QoQ
Shares Held
25,113
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#458
of 2,016 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. PNC ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
449,107 | $31,468,926 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
25,113 | $6,183,322 | |
| 3 | USB |
US Bancorp De
|
92,049 | $5,559,758 | |
| 4 | VLY |
Valley National Bancorp
|
19,191 | $281,147 | |
| 5 | TFC |
Truist Financial Corp
|
619 | $30,838 | |
| 6 | PB |
Prosperity Bancshares Inc
|
216 | $15,774 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
655 | $11,613 | |
| 8 | MTB |
M&T Bank Corp
|
14 | $3,332 |
All Filings in PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,183,322 | 25,113 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,211,405 | 25,044 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,189,862 | 24,864 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,961,362 | 24,692 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,548,647 | 24,400 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $35,329 | 201 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $38,762 | 201 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,154 | 201 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $155 | 1 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $33,761 | 275 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $34,636 | 275 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $34,952 | 275 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $43,433 | 275 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $58,722 | 393 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $101,446 | 643 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $199,759 | 1,083 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $217,163 | 1,083 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $329,262 | 1,683 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $321,049 | 1,683 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $292,057 | 1,665 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $286,527 | 1,923 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $224,875 | 2,046 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $228,410 | 2,171 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $12,510,029 | 130,694 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||