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Alteri Wealth’s PNC Financial Services PNC Stock Holding History

Alteri Wealth’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 		$288K Buy
1,171
+3
+0.3% +$672 0.08% 239
2026
Q1 		$243K Sell
1,168
-10
-0.8% -$2.18K 0.08% 248
2025
Q4 		$246K Sell
1,178
-23
-2% -$4.44K 0.08% 250
2025
Q3 		$241K Sell
1,201
-14
-1% -$2.77K 0.08% 243
2025
Q2 		$226K Sell
1,215
-418
-26% -$70.7K 0.09% 243
2025
Q1 		$287K Sell
1,633
-238
-13% -$44.9K 0.13% 189
2024
Q4 		$361K Buy
+1,871
New +$368K 0.1% 162

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alteri Wealth's PNC Position: Q2 2026 in Review

Alteri Wealth increased its PNC Financial Services (PNC) stake by 0.26% in Q2 2026, buying an estimated $672 and bringing the position to 1,171 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #239.

Alteri Wealth first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q4 2024. 2,035 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Alteri Wealth held 1,171 shares of PNC Financial Services worth $288K as of Q2 2026.
  • Alteri Wealth bought 3 PNC Financial Services shares in Q2 2026, an estimated $672.
  • PNC Financial Services made up 0.08% of Alteri Wealth's portfolio in Q2 2026, its #239 holding.
  • Alteri Wealth first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's PNC Financial Services position peaked at $361K in Q4 2024.
  • 2,035 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.