Institute for Wealth Management, LLC.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1533954
DENVER, CO
Position in PNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$562,366
+$79,390 QoQ
Shares Held
2,284
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#408
of 767 holders
Holding Since
Sep 2020
24 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, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. PNC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
6,533 | $220,554 |
All Filings in PNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,366 | 2,284 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $482,976 | 2,321 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $478,826 | 2,294 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $433,807 | 2,159 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $402,480 | 2,159 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $379,487 | 2,159 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $416,363 | 2,159 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $409,812 | 2,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $371,908 | 2,392 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $379,760 | 2,350 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $354,141 | 2,287 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $290,964 | 2,370 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $299,509 | 2,378 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $302,116 | 2,377 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $375,423 | 2,377 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $345,459 | 2,312 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $364,606 | 2,311 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $426,263 | 2,311 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $463,401 | 2,311 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $452,124 | 2,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $440,846 | 2,311 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $409,056 | 2,332 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $364,603 | 2,447 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $242,131 | 2,203 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||