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Livermore
Livermore
ZHEN

IAM Advisory, LLC

SEC CIK
0001825292
Latest filing
Jul 14, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by IAM Advisory, 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 2026)
9,231
Value
$2.27M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of PNC by IAM Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,231$2.27M0.4%−138−1.5%ReducedHolders
Q1 20269,369$1.95M0.4%−326−3.4%ReducedHolders
Q4 20259,695$2.02M0.4%−127−1.3%ReducedHolders
Q3 20259,822$1.97M0.4%−88−0.9%ReducedHolders
Q2 20259,910$1.85M0.4%+9+0.1%AddedHolders
Q1 20259,901$1.74M0.5%−53−0.5%ReducedHolders
Q4 20249,954$1.92M0.5%−115−1.1%ReducedHolders
Q3 202410,069$1.86M0.5%+94+0.9%AddedHolders
Q2 20249,975$1.55M0.4%−31−0.3%ReducedHolders
Q1 202410,006$1.62M0.4%−99−1.0%ReducedHolders
Q4 202310,105$1.56M0.5%+132+1.3%AddedHolders
Q3 20239,973$1.22M0.4%−41−0.4%ReducedHolders
Q2 202310,014$1.26M0.4%−202−2.0%ReducedHolders
Q1 202310,216$1.30M0.4%+92+0.9%AddedHolders
Q4 202210,124$1.60M0.6%−1,118−9.9%ReducedHolders
Q3 202211,242$1.68M0.7%−96−0.8%ReducedHolders
Q2 202211,338$1.79M0.7%+90+0.8%AddedHolders
Q1 202211,248$2.08M0.8%+1,022+10.0%AddedHolders
Q4 202110,226$2.27M0.9%−164−1.6%ReducedHolders
Q3 202110,390$2.09M0.9%+10,390NewHolders
Q2 20210$00.0%−11,631−100.0%Sold outHolders
Q1 202111,631$2.19M1.0%––Holders

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