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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alteri Wealth's PNC Position: Q1 2026 in Review

Alteri Wealth reduced its PNC Financial Services (PNC) stake by 0.85% in Q1 2026, selling an estimated $2.18K and leaving 1,168 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #248.

Alteri Wealth first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Alteri Wealth held 1,168 shares of PNC Financial Services worth $243K as of Q1 2026.
  • Alteri Wealth sold 10 PNC Financial Services shares in Q1 2026, an estimated $2.18K.
  • PNC Financial Services made up 0.08% of Alteri Wealth's portfolio in Q1 2026, its #248 holding.
  • Alteri Wealth first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's PNC Financial Services position peaked at $361K in Q4 2024.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.