PNC Financial Services Group
LMBS icon

PNC Financial Services Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

PNC Financial Services Group’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197K Buy
3,965
+15
+0.4% +$748 ﹤0.01% 2469
2026
Q1 		$197K Buy
3,950
+399
+11% +$20K ﹤0.01% 2328
2025
Q4 		$178K Buy
3,551
+10
+0.3% +$500 ﹤0.01% 2393
2025
Q3 		$176K Buy
3,541
+11
+0.3% +$544 ﹤0.01% 2395
2025
Q2 		$174K Sell
3,530
-443
-11% -$21.7K ﹤0.01% 2299
2025
Q1 		$195K Sell
3,973
-3,009
-43% -$147K ﹤0.01% 2192
2024
Q4 		$340K Buy
6,982
+43
+0.6% +$2.1K ﹤0.01% 1818
2024
Q3 		$343K Buy
6,939
+2,795
+67% +$137K ﹤0.01% 1802
2024
Q2 		$199K Sell
4,144
-59
-1% -$2.83K ﹤0.01% 2154
2024
Q1 		$203K Buy
4,203
+717
+21% +$34.6K ﹤0.01% 2158
2023
Q4 		$168K Hold
3,486
– – ﹤0.01% 2269
2023
Q3 		$165K Sell
3,486
-959
-22% -$45.6K ﹤0.01% 2254
2023
Q2 		$212K Buy
4,445
+1,868
+72% +$89.5K ﹤0.01% 2156
2023
Q1 		$123K Buy
2,577
+62
+2% +$2.97K ﹤0.01% 2441
2022
Q4 		$119K Sell
2,515
-342
-12% -$16.2K ﹤0.01% 2460
2022
Q3 		$135K Buy
2,857
+1,607
+129% +$77.5K ﹤0.01% 2348
2022
Q2 		$60K Sell
1,250
-153
-11% -$7.43K ﹤0.01% 2872
2022
Q1 		$68K Buy
1,403
+1
+0.1% +$50 ﹤0.01% 2938
2021
Q4 		$70K Buy
1,402
+1
+0.1% +$50 ﹤0.01% 2911
2021
Q3 		$71K Buy
1,401
+151
+12% +$7.66K ﹤0.01% 2850
2021
Q2 		$64K Sell
1,250
-1,250
-50% -$63.8K ﹤0.01% 2912
2021
Q1 		$128K Sell
2,500
-618
-20% -$31.7K ﹤0.01% 2435
2020
Q4 		$160K Buy
3,118
+2,118
+212% +$109K ﹤0.01% 2201
2020
Q3 		$52K Hold
1,000
– – ﹤0.01% 2716
2020
Q2 		$52K Hold
1,000
– – ﹤0.01% 2738
2020
Q1 		$51K Hold
1,000
– – ﹤0.01% 2618
2019
Q4 		$52K Hold
1,000
– – ﹤0.01% 2870
2019
Q3 		$52K Sell
1,000
-1,463
-59% -$75.9K ﹤0.01% 2883
2019
Q2 		$127K Buy
2,463
+2,263
+1,132% +$116K ﹤0.01% 2423
2019
Q1 		$10K Sell
200
-209
-51% -$10.7K ﹤0.01% 3594
2018
Q4 		$21K Buy
409
+50
+14% +$2.55K ﹤0.01% 3283
2018
Q3 		$19K Sell
359
-2,220
-86% -$114K ﹤0.01% 3463
2018
Q2 		$132K Buy
2,579
+20
+0.8% +$1.02K ﹤0.01% 2436
2018
Q1 		$131K Sell
2,559
-197
-7% -$10.1K ﹤0.01% 2420
2017
Q4 		$143K Buy
2,756
+1,659
+151% +$86K ﹤0.01% 2382
2017
Q3 		$57K Buy
1,097
+5
+0.5% +$261 ﹤0.01% 2858
2017
Q2 		$57K Sell
1,092
-638
-37% -$33.3K ﹤0.01% 2832
2017
Q1 		$90K Buy
+1,730
New +$90.3K ﹤0.01% 2557

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group's LMBS Position: Q2 2026 in Review

PNC Financial Services Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.38% in Q2 2026, buying an estimated $748 and bringing the position to 3,965 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

PNC Financial Services Group first reported a position in LMBS in Q1 2017 and has held it in 38 quarters since. The position peaked at $343K in Q3 2024. 342 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • PNC Financial Services Group held 3,965 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $197K as of Q2 2026.
  • PNC Financial Services Group bought 15 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $748.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #2469 holding.
  • PNC Financial Services Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 38 quarters since.
  • PNC Financial Services Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $343K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.