Amplius Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Amplius Wealth Advisors’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	$247K	Buy	+1,003	New	+$225K	0.02%	184
2025 Q3	–	Sell	-1,344	Closed	-$251K	–	201
2025 Q2	$251K	Sell	1,344 -15	-1%	-$2.54K	0.02%	179
2025 Q1	$239K	Buy	1,359 +34	+3%	+$6.42K	0.02%	164
2024 Q4	$256K	Buy	1,325 +120	+10%	+$23.6K	0.03%	151
2024 Q3	$223K	Buy	+1,205	New	+$211K	0.02%	163
2024 Q2	–	Sell	-1,327	Closed	-$214K	–	179
2024 Q1	$214K	Sell	1,327 -26	-2%	-$3.92K	0.02%	166
2023 Q4	$210K	Buy	+1,353	New	+$175K	0.03%	161
2022 Q2	–	Sell	-1,506	Closed	-$277K	–	192
2022 Q1	$277K	Buy	1,506 +10	+0.7%	+$2.02K	0.04%	136
2021 Q4	$299K	Buy	+1,496	New	+$304K	0.04%	154

Other funds holding PNC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Amplius Wealth Advisors's PNC Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 1,003 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in PNC as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in PNC in Q4 2021 and has held it in 9 quarters since. The position peaked at $299K in Q4 2021. 388 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Amplius Wealth Advisors held 1,003 shares of PNC Financial Services worth $247K as of Q2 2026.
PNC Financial Services was a new Amplius Wealth Advisors position in Q2 2026.
PNC Financial Services made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Amplius Wealth Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 9 quarters since.
Amplius Wealth Advisors's PNC Financial Services position peaked at $299K in Q4 2021.
388 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.