AAS
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Annex Advisory Services’s PNC Financial Services PNC Stock Holding History

Annex Advisory Services’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 		$253K Sell
1,029
-3
-0.3% -$672 ﹤0.01% 318
2026
Q1 		$215K Buy
+1,032
New +$225K ﹤0.01% 352

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Annex Advisory Services's PNC Position: Q2 2026 in Review

Annex Advisory Services reduced its PNC Financial Services (PNC) stake by 0.29% in Q2 2026, selling an estimated $672 and leaving 1,029 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Annex Advisory Services first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Annex Advisory Services held 1,029 shares of PNC Financial Services worth $253K as of Q2 2026.
  • Annex Advisory Services sold 3 PNC Financial Services shares in Q2 2026, an estimated $672.
  • PNC Financial Services made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #318 holding.
  • Annex Advisory Services first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.