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CAPTRUST FINANCIAL ADVISORS: PNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PNC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 323,224 PNC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,224 shares
    Change vs previous 13F +830 shares

    0.12% of the 13F portfolio, value $79,584,328.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 322,394 shares
    Change vs previous 13F +209,213 shares

    0.12% of the 13F portfolio, value $66,189,306.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,181 shares
    Change vs previous 13F +2,600 shares

    0.04% of the 13F portfolio, value $22,727,637.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,581 shares
    Change vs previous 13F +977 shares

    0.05% of the 13F portfolio, value $22,219,027.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,604 shares
    Change vs previous 13F +14,349 shares

    0.05% of the 13F portfolio, value $20,432,445.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 95,255 shares
    Change vs previous 13F +9,914 shares

    0.04% of the 13F portfolio, value $16,742,906.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,341 shares
    Change vs previous 13F +1,692 shares

    0.05% of the 13F portfolio, value $16,458,090.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,649 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,462,590.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).