PNC β€” PNC FINL SVCS GROUP INC

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported PNC FINL SVCS GROUP INC (PNC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q2. The latest visible filing shows PNC at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MB, LEVIS & ASSOCIATES, LLC's position in PNC FINL SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PNC was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MB, LEVIS & ASSOCIATES, LLC held PNC β€” position size vs. price
% of Fund (quarterly)    PNC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,627 β€” 0% 0.23% $547K 2026-04-08 $220.76
2025 Q4 REDUCED 2,627 -88 -3.2% 0.23% $548K 2026-01-14 $210.70
2025 Q3 REDUCED 2,715 -357 -11.6% 0.24% $546K 2025-10-15 $180.95
2025 Q2 ADDED 3,072 +24 +0.8% 0.25% $573K 2025-07-29 $190.15
2025 Q1 INITIATED 3,048 β€” β€” 0.25% $536K 2025-05-07 $159.86

FAQ About MB, LEVIS & ASSOCIATES, LLC and PNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MB, LEVIS & ASSOCIATES, LLC reported owning PNC?

MB, LEVIS & ASSOCIATES, LLC reported PNC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PNC position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for PNC was 0.25% in 2025 Q2.

What is the latest reported PNC position on this page?

The most recent filing on this page is 2026 Q1, when MB, LEVIS & ASSOCIATES, LLC reported 2,627 shares, equal to 0.23% of portfolio, with an estimated market value of $547K.

What does the chart on this PNC ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, LLC's quarterly PNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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