SEC 13F Intelligence

Strategic Planning, Inc. / PNC

Strategic Planning, Inc.’s Pnc Finl Svcs Group Inc Position

Does Strategic Planning, Inc. own Pnc Finl Svcs Group Inc (PNC)? Not currently — the last reported position was 34.5K shares worth $7M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2025
Shares
34.5K
% of Portfolio
+3.88%
Quarters Held
3
position exited

Position History PNC

Reported value by quarter
Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202534.5K$7M+3.88%
Q3 202534.8K$7M+4.05%
Q2 202535.6K$6M+3.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of PNC.