EVERMAY WEALTH MANAGEMENT LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1066816
ARLINGTON, VA
Position in PNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$124,587
+$95,871 QoQ
Shares Held
506
+266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,770
of 2,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $9,815,259 across 12 Banks - Regional names. PNC ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
351,149 | $7,655,048 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
24,768 | $1,047,934 | |
| 3 | TFC |
Truist Financial Corp
|
5,689 | $283,425 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $190,606 | |
| 5 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $180,250 | |
| 6 | FULT |
Fulton Financial Corp
|
6,740 | $163,040 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
This page
|
506 | $124,587 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $108,169 |
All Filings in PNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,587 | 506 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,716 | 138 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,804 | 138 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $27,728 | 138 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,725 | 138 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,256 | 138 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,613 | 138 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,509 | 138 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $27,053 | 174 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,118 | 174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,958 | 342 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $171,632 | 1,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $176,078 | 1,398 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $245,175 | 1,929 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $328,673 | 2,081 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $325,885 | 2,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,829 | 2,211 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $429,584 | 2,329 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $454,979 | 2,269 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,016 | 2,244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $417,001 | 2,186 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $403,618 | 2,301 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $342,849 | 2,301 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,902 | 2,301 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $242,088 | 2,301 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $249,924 | 2,611 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||