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Intergy Private Wealth, LLC

SEC CIK
0001911342
Latest filing
Jul 17, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Intergy Private Wealth, 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)
14,529
Value
$3.58M
% of portfolio
0.8%
Quarters held
2
Since Q1 2026
Holdings of PNC by Intergy Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,529$3.58M0.8%−1,635−10.1%ReducedHolders
Q1 202616,164$3.36M1.0%+16,164NewHolders