Position in TREE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,480
-$1,893 QoQ
Shares Held
56
-45.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 186 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $2,623,514 across 6 Financial Conglomerates names. TREE ranks #5 (0.1% of the industry book) .
All Filings in TREE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,480 | 56 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,373 | 102 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,512 | 85 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $5,178 | 80 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,669 | 72 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,222 | 84 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,550 | 40 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,321 | 40 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,663 | 40 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,397 | 33 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,000 | 33 | Shares | Defined | 2024-03-22 | |
| 2023-06-30 | $1,061 | 48 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $45,559 | 1,709 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,365 | 1,705 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,200 | 721 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $26,859 | 613 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $72,876 | 609 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $161,218 | 1,315 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $260,083 | 1,860 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $404,689 | 1,910 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $270,936 | 1,272 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $363,043 | 1,326 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $394,658 | 1,286 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $318,480 | 1,100 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $199,708 | 1,089 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||