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Iams Wealth Management’s PNC Financial Services PNC Stock Holding History

Iams Wealth Management’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
8,358
+335
+4% +$75K 0.62% 51
2026
Q1 		$1.67M Buy
8,023
+461
+6% +$100K 0.58% 57
2025
Q4 		$1.58M Buy
7,562
+1,058
+16% +$204K 0.57% 57
2025
Q3 		$1.31M Sell
6,504
-983
-13% -$194K 0.52% 60
2025
Q2 		$1.4M Sell
7,487
-130
-2% -$22K 0.64% 55
2025
Q1 		$1.34M Buy
7,617
+945
+14% +$178K 0.61% 60
2024
Q4 		$1.29M Sell
6,672
-582
-8% -$114K 0.59% 52
2024
Q3 		$1.34M Sell
7,254
-260
-3% -$45.6K 0.66% 48
2024
Q2 		$1.17M Buy
7,514
+488
+7% +$75.6K 0.64% 53
2024
Q1 		$1.02M Sell
7,026
-684
-9% -$103K 0.63% 56
2023
Q4 		$1.19M Sell
7,710
-689
-8% -$89.2K 0.77% 43
2023
Q3 		$1.03M Buy
+8,399
New +$1.06M 0.71% 47
2023
Q2 		– Sell
-6,923
Closed -$846K – 204
2023
Q1 		$880K Buy
6,923
+3,365
+95% +$507K 0.73% 49
2022
Q4 		$562K Buy
+3,558
New +$560K 0.57% 58

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Iams Wealth Management's PNC Position: Q2 2026 in Review

Iams Wealth Management increased its PNC Financial Services (PNC) stake by 4.2% in Q2 2026, buying an estimated $75K and bringing the position to 8,358 shares worth $2.06M. The position accounts for 0.62% of the portfolio, ranked #51.

Iams Wealth Management first reported a position in PNC in Q4 2022 and has held it in 14 quarters since. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Iams Wealth Management held 8,358 shares of PNC Financial Services worth $2.06M as of Q2 2026.
  • Iams Wealth Management bought 335 PNC Financial Services shares in Q2 2026, an estimated $75K.
  • PNC Financial Services made up 0.62% of Iams Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Iams Wealth Management first reported a position in PNC Financial Services in Q4 2022 and has held it in 14 quarters since.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.