Legacy Wealth Asset Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1846151
WOODBURY, MN
Position in PNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,011,717
+$145,647 QoQ
Shares Held
4,109
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#256
of 696 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. PNC ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
This page
|
4,109 | $1,011,717 |
All Filings in PNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,717 | 4,109 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $866,070 | 4,162 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $871,030 | 4,173 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $840,289 | 4,182 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $783,896 | 4,205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $736,476 | 4,190 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $821,155 | 4,258 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $816,297 | 4,416 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $693,440 | 4,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $722,190 | 4,469 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $690,321 | 4,458 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $556,393 | 4,532 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $567,782 | 4,508 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $574,110 | 4,517 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $710,414 | 4,498 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $665,217 | 4,452 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $861,739 | 5,462 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $991,418 | 5,375 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,092,232 | 5,447 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,078,563 | 5,513 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,054,521 | 5,528 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $992,645 | 5,659 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $835,890 | 5,610 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||