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Annis Gardner Whiting Capital Advisors’s PNC Financial Services PNC Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$851K Sell
4,088
-29
-0.7% -$6.31K 0.14% 132
2025
Q4 		$859K Buy
4,117
+2,684
+187% +$518K 0.16% 118
2025
Q3 		$288K Sell
1,433
-381
-21% -$75.4K 0.06% 237
2025
Q2 		$338K Buy
1,814
+460
+34% +$77.8K 0.12% 156
2025
Q1 		$238K Buy
1,354
+88
+7% +$16.6K 0.1% 172
2024
Q4 		$244K Sell
1,266
-115
-8% -$22.6K 0.07% 193
2024
Q3 		$255K Sell
1,381
-65
-4% -$11.4K 0.07% 190
2024
Q2 		$225K Buy
1,446
+11
+0.8% +$1.71K 0.06% 203
2024
Q1 		$232K Buy
1,435
+21
+1% +$3.17K 0.08% 172
2023
Q4 		$219K Buy
1,414
+590
+72% +$76.4K 0.1% 143
2023
Q3 		$101K Buy
+824
New +$104K 0.05% 207

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

Annis Gardner Whiting Capital Advisors's PNC Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its PNC Financial Services (PNC) stake by 0.7% in Q1 2026, selling an estimated $6.31K and leaving 4,088 shares worth $851K. The position accounts for 0.14% of the portfolio, ranked #132.

Annis Gardner Whiting Capital Advisors first reported a position in PNC in Q3 2023 and has held it in 11 quarters since. The position peaked at $859K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 4,088 shares of PNC Financial Services worth $851K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 29 PNC Financial Services shares in Q1 2026, an estimated $6.31K.
  • PNC Financial Services made up 0.14% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #132 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in PNC Financial Services in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's PNC Financial Services position peaked at $859K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.