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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Creative Planning, 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)
139,365
Value
$34.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139,365$34.3M<0.1%+15,371+12.4%AddedHolders
Q1 2026123,994$25.8M<0.1%+18,443+17.5%AddedHolders
Q4 2025105,551$22.0M<0.1%+1,890+1.8%AddedHolders
Q3 2025103,661$20.8M<0.1%+23,425+29.2%AddedHolders
Q2 202580,236$15.0M<0.1%−9,291−10.4%ReducedHolders
Q1 202589,527$15.7M<0.1%+5,916+7.1%AddedHolders
Q4 202483,611$16.1M<0.1%+7,684+10.1%AddedHolders
Q3 202475,927$14.0M<0.1%+6,055+8.7%AddedHolders
Q2 202469,872$10.9M<0.1%−49,511−41.5%ReducedHolders
Q1 2024119,383$19.3M<0.1%+56,068+88.6%AddedHolders
Q4 202363,315$9.80M<0.1%+4,088+6.9%AddedHolders
Q3 202359,227$7.27M<0.1%+9,008+17.9%AddedHolders
Q2 202350,219$6.33M<0.1%+14,678+41.3%AddedHolders
Q1 202335,541$4.52M<0.1%+1,555+4.6%AddedHolders
Q4 202233,986$5.37M<0.1%+1,920+6.0%AddedHolders
Q3 202232,066$4.79M<0.1%+2,033+6.8%AddedHolders
Q2 202230,033$4.74M<0.1%+2,369+8.6%AddedHolders
Q1 202227,664$5.10M<0.1%+2,867+11.6%AddedHolders
Q4 202124,797$4.97M<0.1%−1,226−4.7%ReducedHolders
Q3 202126,023$5.09M<0.1%−2,481−8.7%ReducedHolders
Q2 202128,504$5.44M<0.1%+3,211+12.7%AddedHolders
Q1 202125,293$4.44M<0.1%––Holders

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