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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Evermay 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)
506
Value
$124.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNC by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026506$124.6K<0.1%+368+266.7%AddedHolders
Q1 2026138$28.7K<0.1%00.0%UnchangedHolders
Q4 2025138$28.8K<0.1%00.0%UnchangedHolders
Q3 2025138$27.7K<0.1%00.0%UnchangedHolders
Q2 2025138$25.7K<0.1%00.0%UnchangedHolders
Q1 2025138$24.3K<0.1%00.0%UnchangedHolders
Q4 2024138$26.6K<0.1%00.0%UnchangedHolders
Q3 2024138$25.5K<0.1%−36−20.7%ReducedHolders
Q2 2024174$27.1K<0.1%00.0%UnchangedHolders
Q1 2024174$28.1K<0.1%−168−49.1%ReducedHolders
Q4 2023342$53.0K<0.1%−1,056−75.5%ReducedHolders
Q3 20231,398$171.6K<0.1%00.0%UnchangedHolders
Q2 20231,398$176.1K<0.1%−531−27.5%ReducedHolders
Q1 20231,929$245.2K<0.1%−152−7.3%ReducedHolders
Q4 20222,081$328.7K0.1%−100−4.6%ReducedHolders
Q3 20222,181$326.0K0.1%−30−1.4%ReducedHolders
Q2 20222,211$349.0K0.1%−118−5.1%ReducedHolders
Q1 20222,329$430.0K0.1%+60+2.6%AddedHolders
Q4 20212,269$455.0K0.1%+25+1.1%AddedHolders
Q3 20212,244$439.0K0.1%+58+2.7%AddedHolders
Q2 20212,186$417.0K0.1%−115−5.0%ReducedHolders
Q1 20212,301$404.0K0.1%––Holders

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