Skip to main content

North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

PNC holding history

PNC Financial Services Group, Inc. in every 13F filed by North Berkeley Wealth Management, 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)
1,298
Value
$319.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of PNC by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,298$319.6K0.1%00.0%UnchangedHolders
Q1 20261,298$270.1K0.1%00.0%UnchangedHolders
Q4 20251,298$270.9K0.2%+1,298NewHolders