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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by RMR Wealth Builders, 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)
7,093
Value
$1.75M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PNC by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,093$1.75M0.1%+299+4.4%AddedHolders
Q1 20266,794$1.41M0.1%−45−0.7%ReducedHolders
Q4 20256,839$1.43M0.1%+569+9.1%AddedHolders
Q3 20256,270$1.26M0.1%+80+1.3%AddedHolders
Q2 20256,190$1.15M0.1%+110+1.8%AddedHolders
Q1 20256,080$1.07M0.1%+4+0.1%AddedHolders
Q4 20246,076$1.17M0.1%+30.0%AddedHolders
Q3 20246,073$1.12M0.1%+5+0.1%AddedHolders
Q2 20246,068$943.5K0.1%−293−4.6%ReducedHolders
Q1 20246,361$1.03M0.1%−200−3.0%ReducedHolders
Q4 20236,561$1.02M0.1%+79+1.2%AddedHolders
Q3 20236,482$795.8K0.1%+8+0.1%AddedHolders
Q2 20236,474$815.4K0.1%+1,356+26.5%AddedHolders
Q1 20235,118$650.5K0.1%−834−14.0%ReducedHolders
Q4 20225,952$940.1K0.2%00.0%UnchangedHolders
Q3 20225,952$889.0K0.2%00.0%UnchangedHolders
Q2 20225,952$939.0K0.2%−2,795−32.0%ReducedHolders
Q1 20228,747$1.61M0.3%+8,747NewHolders
Q4 20210$00.0%−8,492−100.0%Sold outHolders
Q3 20218,492$1.66M0.5%+139+1.7%AddedHolders
Q2 20218,353$1.59M0.5%−79−0.9%ReducedHolders
Q1 20218,432$1.48M0.4%––Holders

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