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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by One Wealth 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of PNC by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,185−100.0%Sold outHolders
Q1 20242,185$353.1K0.1%−77−3.4%ReducedHolders
Q4 20232,262$350.3K0.1%−20−0.9%ReducedHolders
Q3 20232,282$280.2K0.1%+2,282NewHolders
Q1 20230$00.0%−190−100.0%Sold outHolders
Q4 2022190$30.0K<0.1%+190NewHolders
Q3 20210$00.0%−1,728−100.0%Sold outHolders
Q2 20211,728$330.0K0.1%+40+2.4%AddedHolders
Q1 20211,688$296.0K0.1%––Holders

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