Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Clearstead Advisors, 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)
27,966
Value
$6.89M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PNC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,966$6.89M0.1%+1,685+6.4%AddedHolders
Q1 202626,281$5.47M<0.1%−1,323−4.8%ReducedHolders
Q4 202527,604$5.76M0.1%−340−1.2%ReducedHolders
Q3 202527,944$5.61M0.1%+1,173+4.4%AddedHolders
Q2 202526,771$4.99M0.1%+1,679+6.7%AddedHolders
Q1 202525,092$4.41M0.1%+1,714+7.3%AddedHolders
Q4 202423,378$4.51M0.1%−418−1.8%ReducedHolders
Q3 202423,796$4.40M0.1%−706−2.9%ReducedHolders
Q2 202424,502$3.81M0.1%+20,902+580.6%AddedHolders
Q1 20243,600$569.1K<0.1%+42+1.2%AddedHolders
Q4 20233,558$551.0K<0.1%+62+1.8%AddedHolders
Q3 20233,496$429.1K<0.1%−284−7.5%ReducedHolders
Q2 20233,780$476.1K<0.1%+126+3.4%AddedHolders
Q1 20233,654$464.5K<0.1%+42+1.2%AddedHolders
Q4 20223,612$570.5K<0.1%+17+0.5%AddedHolders
Q3 20223,595$537.0K<0.1%+382+11.9%AddedHolders
Q2 20223,213$507.0K<0.1%+74+2.4%AddedHolders
Q1 20223,139$579.0K<0.1%−264−7.8%ReducedHolders
Q4 20213,403$682.0K<0.1%+18+0.5%AddedHolders
Q3 20213,385$662.0K<0.1%−24−0.7%ReducedHolders
Q2 20213,409$650.0K0.1%−297−8.0%ReducedHolders
Q1 20213,706$650.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.