Alta Advisers’s PNC Financial Services PNC Stock Holding History

Alta Advisers’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 Q1	$285K	Hold	1,370	–	–	0.1%	141
2025 Q4	$286K	Sell	1,370 -500	-27%	-$96.5K	0.1%	145
2025 Q3	$376K	Hold	1,870	–	–	0.11%	141
2025 Q2	$349K	Hold	1,870	–	–	0.12%	151
2025 Q1	$329K	Buy	1,870 +600	+47%	+$113K	0.14%	142
2024 Q4	$245K	Buy	1,270 +170	+15%	+$33.4K	0.15%	127
2024 Q3	$203K	Hold	1,100	–	–	0.09%	143
2024 Q2	$171K	Hold	1,100	–	–	0.08%	152
2024 Q1	$178K	Hold	1,100	–	–	0.09%	153
2023 Q4	$170K	Hold	1,100	–	–	0.09%	138
2023 Q3	$135K	Hold	1,100	–	–	0.08%	160
2023 Q2	$139K	Hold	1,100	–	–	0.08%	162
2023 Q1	$140K	Hold	1,100	–	–	0.08%	153
2022 Q4	$174K	Hold	1,100	–	–	0.1%	114
2022 Q3	$164K	Buy	+1,100	New	+$178K	0.1%	105

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alta Advisers's PNC Position: Q1 2026 in Review

Alta Advisers held its PNC Financial Services (PNC) position steady in Q1 2026 at 1,370 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #141.

Alta Advisers first reported a position in PNC in Q3 2022 and has held it in 15 quarters since. The position peaked at $376K in Q3 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Alta Advisers held 1,370 shares of PNC Financial Services worth $285K as of Q1 2026.
Alta Advisers left its PNC Financial Services share count unchanged in Q1 2026.
PNC Financial Services made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #141 holding.
Alta Advisers first reported a position in PNC Financial Services in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's PNC Financial Services position peaked at $376K in Q3 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.