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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Heritage Wealth Advisors, 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)
1,916
Value
$471.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNC by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,916$471.8K<0.1%+1+0.1%AddedHolders
Q1 20261,915$398.6K<0.1%+9+0.5%AddedHolders
Q4 20251,906$397.8K<0.1%−27−1.4%ReducedHolders
Q3 20251,933$388.3K<0.1%00.0%UnchangedHolders
Q2 20251,933$360.3K<0.1%+29+1.5%AddedHolders
Q1 20251,904$334.7K<0.1%−31−1.6%ReducedHolders
Q4 20241,935$373.2K<0.1%+4+0.2%AddedHolders
Q3 20241,931$356.9K<0.1%−214,872−99.1%ReducedHolders
Q2 2024216,803$33.7M1.5%+8,073+3.9%AddedHolders
Q1 2024208,730$33.7M1.5%+4,148+2.0%AddedHolders
Q4 2023204,582$31.7M1.6%+733+0.4%AddedHolders
Q3 2023203,849$25.0M1.4%+202,939+22,301.0%AddedHolders
Q2 2023910$114.6K<0.1%00.0%UnchangedHolders
Q1 2023910$115.7K<0.1%−395−30.3%ReducedHolders
Q4 20221,305$206.1K<0.1%00.0%UnchangedHolders
Q3 20221,305$195.0K<0.1%−473−26.6%ReducedHolders
Q2 20221,778$281.0K<0.1%+510+40.2%AddedHolders
Q1 20221,268$234.0K<0.1%00.0%UnchangedHolders
Q4 20211,268$254.0K<0.1%00.0%UnchangedHolders
Q3 20211,268$248.1K<0.1%00.0%UnchangedHolders
Q2 20211,268$241.9K<0.1%−825−39.4%ReducedHolders
Q1 20212,093$367.1K<0.1%––Holders

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