Position in PNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,272,856
+$323,261 QoQ
Shares Held
9,231
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#699
of 2,021 holders
Holding Since
Dec 2020
22 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, 2026IAM Advisory, LLC holds $2,272,856 across 1 Banks - Regional name. PNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
This page
|
9,231 | $2,272,856 |
All Filings in PNC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,272,856 | 9,231 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,949,595 | 9,369 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,023,637 | 9,695 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,973,534 | 9,822 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,847,422 | 9,910 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,740,298 | 9,901 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,919,628 | 9,954 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,861,254 | 10,069 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,550,913 | 9,975 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,616,969 | 10,006 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,564,759 | 10,105 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,224,385 | 9,973 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,261,263 | 10,014 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,298,453 | 10,216 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,598,984 | 10,124 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,679,779 | 11,242 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,788,796 | 11,338 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,074,693 | 11,248 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,050,517 | 10,226 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,032,699 | 10,390 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $2,040,193 | 11,631 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,542,597 | 10,353 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||