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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by Optimize Financial Inc, 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)
2,303
Value
$567.0K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of PNC by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,303$567.0K0.2%−8−0.3%ReducedHolders
Q1 20262,311$480.9K0.2%+70+3.1%AddedHolders
Q4 20252,241$467.8K0.2%+32+1.4%AddedHolders
Q3 20252,209$443.9K0.2%+2,209NewHolders