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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNC overviewAll 13F holders of PNCFull Q2 2026 holdings

Shares (Q2 2026)
3,215
Value
$791.6K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of PNC by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,215$791.6K0.1%00.0%UnchangedHolders
Q1 20263,215$669.0K0.1%−502−13.5%ReducedHolders
Q4 20253,717$775.8K0.1%−25−0.7%ReducedHolders
Q3 20253,742$751.9K0.1%00.0%UnchangedHolders
Q2 20253,742$697.6K0.1%00.0%UnchangedHolders
Q1 20253,742$657.7K0.1%00.0%UnchangedHolders
Q4 20243,742$721.6K0.1%00.0%UnchangedHolders
Q3 20243,742$691.7K0.1%00.0%UnchangedHolders
Q2 20243,742$581.8K0.1%00.0%UnchangedHolders
Q1 20243,742$604.7K0.1%00.0%UnchangedHolders
Q4 20233,742$579.4K0.1%00.0%UnchangedHolders
Q3 20233,742$459.4K0.1%+25+0.7%AddedHolders
Q2 20233,717$468.2K0.1%−81−2.1%ReducedHolders
Q1 20233,798$482.7K0.1%00.0%UnchangedHolders
Q4 20223,798$599.9K0.1%−13−0.3%ReducedHolders
Q3 20223,811$569.0K0.1%00.0%UnchangedHolders
Q2 20223,811$610.0K0.1%00.0%UnchangedHolders
Q1 20223,811$677.0K0.1%00.0%UnchangedHolders
Q4 20213,811$811.0K0.2%00.0%UnchangedHolders
Q3 20213,811$752.0K0.2%+3,811NewHolders