| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 6.1% | $120,047,868 | 1,137,571 | The PNC Financial Services Group, Inc. | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 22% | 4,009,545 | +0.61% | 0.07% | $423,568,334 |
| PNC Financial Services Group, Inc. | 6.6% | 1,222,943 | -2.4% | 0.08% | $129,191,716 |
| AWM CAPITAL, LLC | 4.7% | 873,605 | +81% | 8.4% | $92,287,703 |
| OSAIC HOLDINGS, INC. | 4.2% | 780,166 | +3.3% | 0.12% | $82,393,309 |
| MORGAN STANLEY | 3.9% | 723,322 | +5.7% | 0% | $76,411,741 |
| LPL Financial LLC | 3.9% | 716,536 | +13% | 0.02% | $75,694,820 |
| UBS Group AG | 2.6% | 492,339 | +8.9% | 0.01% | $52,010,692 |
| WELLS FARGO & COMPANY/MN | 2.6% | 481,419 | +24% | 0.01% | $50,857,114 |
| Miracle Mile Advisors, LLC | 2.2% | 400,957 | +23% | 0.64% | $42,357,092 |
| Private Advisor Group, LLC | 1.8% | 325,602 | +9.7% | 0.17% | $34,396,597 |
| Brookstone Capital Management | 1.6% | 291,083 | -4.4% | 0.37% | $30,749,982 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 287,754 | -24% | 0% | $30,398,362 |
| CASTLE WEALTH MANAGEMENT LLC | 1.5% | 282,203 | -15% | 10% | $29,811,907 |
| ENVESTNET ASSET MANAGEMENT INC | 1% | 187,656 | -2.1% | 0.01% | $19,823,940 |
| DOCK STREET ASSET MANAGEMENT INC | 0.99% | 183,800 | +143% | 1.7% | $19,416,632 |
| CPR Investments Inc. | 0.94% | 175,174 | +29% | 13% | $18,505,372 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.91% | 168,345 | -3% | 0.02% | $17,784,000 |
| Pinnacle Financial Partners Inc | 0.8% | 149,109 | -7.4% | 0.38% | $15,751,876 |
| HighTower Advisors, LLC | 0.79% | 147,419 | -6.2% | 0.02% | $15,573,289 |
| First Command Advisory Services, Inc. | 0.78% | 144,965 | -1.6% | 0.11% | $15,314,101 |
| Convergence Financial, LLC | 0.63% | 116,926 | +23% | 1.9% | $12,352,085 |
| Wealthcare Advisory Partners LLC | 0.58% | 108,723 | -3.4% | 0.24% | $11,485,510 |
| MML INVESTORS SERVICES, LLC | 0.46% | 85,192 | +5.1% | 0.02% | $8,999,731 |
| AMERIPRISE FINANCIAL INC | 0.45% | 83,454 | -14% | 0% | $8,841,800 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.44% | 81,768 | -2.3% | 0.01% | $8,644,464 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 155,747 | $16,459,160 | -$274,902 | $105.65 | 6 |
| 2025 Q3 | 13,739,492 | $1,451,448,244 | +$29,365,475 | $105.64 | 115 |
| 2025 Q2 | 13,495,868 | $1,423,764,643 | -$13,486,602 | $105.54 | 126 |
| 2025 Q1 | 13,592,630 | $1,434,502,563 | +$68,633,847 | $105.54 | 115 |
| 2024 Q4 | 13,008,311 | $1,373,683,006 | +$40,671,259 | $105.60 | 111 |
| 2024 Q3 | 12,391,166 | $1,309,241,688 | -$3,125,894 | $105.66 | 113 |
| 2024 Q2 | 12,433,955 | $1,311,556,318 | +$96,394,780 | $105.47 | 109 |
| 2024 Q1 | 11,535,545 | $1,217,136,389 | +$8,068,178 | $105.47 | 97 |
| 2023 Q4 | 11,493,391 | $1,213,772,219 | +$88,009,263 | $105.60 | 96 |
| 2023 Q3 | 10,563,987 | $1,114,568,965 | +$72,976,268 | $105.50 | 81 |
| 2023 Q2 | 9,872,428 | $1,041,183,302 | +$32,154,546 | $105.47 | 82 |
| 2023 Q1 | 9,566,749 | $1,008,921,795 | +$110,930,523 | $105.53 | 78 |
| 2022 Q4 | 8,513,675 | $896,537,818 | +$124,156,815 | $105.34 | 72 |
| 2022 Q3 | 7,265,788 | $765,653,891 | +$57,199,150 | $105.38 | 51 |
| 2022 Q2 | 6,722,642 | $708,450,000 | +$159,837,633 | $105.60 | 44 |
| 2022 Q1 | 5,204,179 | $549,297,000 | +$19,674,303 | $105.55 | 35 |
| 2021 Q4 | 5,014,242 | $529,625,000 | -$45,121,558 | $105.62 | 37 |
| 2021 Q3 | 5,443,433 | $575,148,436 | -$9,199,195 | $105.65 | 39 |
| 2021 Q2 | 5,493,456 | $580,490,072 | -$27,326,415 | $105.67 | 42 |
| 2021 Q1 | 5,752,126 | $607,920,775 | -$120,070,191 | $105.68 | 41 |
| 2020 Q4 | 6,831,518 | $721,890,000 | -$79,490,659 | $105.67 | 42 |
| 2020 Q3 | 7,509,962 | $794,030,536 | +$5,488,713 | $105.73 | 39 |
| 2020 Q2 | 7,457,949 | $789,049,000 | +$129,986,342 | $105.80 | 34 |
| 2020 Q1 | 6,230,144 | $661,551,000 | +$168,422,706 | $106.19 | 32 |
| 2019 Q4 | 4,643,863 | $490,113,000 | -$23,684,403 | $105.54 | 19 |
| 2019 Q3 | 4,822,124 | $509,095,000 | +$6,241,531 | $105.57 | 18 |
| 2019 Q2 | 4,762,995 | $502,951,000 | -$6,989,719 | $105.60 | 21 |
| 2019 Q1 | 4,829,225 | $509,439,000 | -$482,374 | $105.49 | 22 |
| 2018 Q4 | 4,822,615 | $508,493,223 | +$46,747,401 | $105.44 | 18 |
| 2018 Q3 | 4,379,257 | $461,707,000 | -$1,205,523 | $105.45 | 8 |
| 2018 Q2 | 4,390,519 | $465,879,000 | +$465,879,000 | $106.12 | 8 |