Position in PNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,241
-$565,365 QoQ
Shares Held
862
-80.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,711
of 2,018 holders
Holding Since
Dec 2023
4 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, 2026LM Advisors LLC holds $925,853 across 2 Banks - Regional names. PNC ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
10,832 | $713,612 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
862 | $212,241 |
All Filings in PNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,241 | 862 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $777,606 | 4,424 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $452,803 | 2,802 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $433,889 | 2,802 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||