IAMS WEALTH MANAGEMENT, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1998182
OMAHA, NE
Position in PNC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,057,906
+$388,400 QoQ
Shares Held
8,358
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#725
of 2,018 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Derivatives in PNC
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$1,952,728
PutShares
15,504
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $4,724,800 across 4 Banks - Regional names. PNC ranks #1 (43.6% of the industry book) .
All Filings in PNC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,057,906 | 8,358 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,669,506 | 8,023 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,578,416 | 7,562 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,306,848 | 6,504 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,395,726 | 7,487 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,338,840 | 7,617 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,286,695 | 6,672 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,340,901 | 7,254 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,168,276 | 7,514 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,135,401 | 7,026 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,193,893 | 7,710 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,031,145 | 8,399 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,952,728 | 15,504 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $879,913 | 6,923 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $561,950 | 3,558 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||