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

Arete 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
Q1 		– Sell
-2,209
Closed -$461K – 630
2025
Q4 		$461K Buy
2,209
+865
+64% +$167K 0.03% 468
2025
Q3 		$269K Buy
+1,344
New +$266K 0.02% 639
2024
Q1 		– Sell
-2,648
Closed -$410K – 639
2023
Q4 		$410K Sell
2,648
-368
-12% -$47.6K 0.03% 460
2023
Q3 		$370K Sell
3,016
-101
-3% -$12.7K 0.06% 298
2023
Q2 		$393K Buy
3,117
+289
+10% +$35.3K 0.03% 418
2023
Q1 		$359K Buy
2,828
+518
+22% +$78.1K 0.03% 420
2022
Q4 		$365M Buy
2,310
+481
+26% +$75.7K 0.03% 405
2022
Q3 		$273K Buy
1,829
+155
+9% +$25.1K 0.03% 430
2022
Q2 		$264K Buy
+1,674
New +$281K 0.03% 363
2022
Q1 		– Sell
-1,062
Closed -$221K – 542
2021
Q4 		$221K Buy
+1,062
New +$216K 0.02% 451
2019
Q1 		– Sell
-1,835
Closed -$215K – 403
2018
Q4 		$215K Buy
1,835
+20
+1% +$2.55K 0.05% 328
2018
Q3 		$247K Buy
1,815
+265
+17% +$37.7K 0.05% 305
2018
Q2 		$209K Buy
+1,550
New +$226K 0.05% 340

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

Arete Wealth Advisors's PNC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 2,209 shares — an estimated $461K sold.

Arete Wealth Advisors first reported a position in PNC in Q2 2018 and held it in 13 quarters. The position peaked at $365M in Q4 2022. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,209 PNC Financial Services shares in Q1 2026, an estimated $461K.
  • Arete Wealth Advisors first reported a position in PNC Financial Services in Q2 2018 and held it in 13 quarters.
  • Arete Wealth Advisors's PNC Financial Services position peaked at $365M in Q4 2022.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.