XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNC overview All 13F holders of PNC Full Q2 2026 holdings

Shares (Q2 2026): 1,084
Value: $266.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of PNC by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,084	$266.8K	<0.1%	+1,084	New	Holders
Q1 2026	0	$0	0.0%	−1,145−100.0%	Sold out	Holders
Q4 2025	1,145	$239.0K	<0.1%	−162−12.4%	Reduced	Holders
Q3 2025	1,307	$262.6K	<0.1%	+1,307	New	Holders