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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
2023
Q3 		– Sell
-15,504
Closed -$1.95M – 209
2023
Q2 		$1.95M Buy
+15,504
New +$1.89M 0.71% 52

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

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. 724 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.
  • 724 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.