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Aspen Wealth Strategies’s PNC Financial Services PNC Stock Holding History

Aspen Wealth Strategies’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 		$2.08M Buy
+10,013
New +$2.18M 1.11% 21
2023
Q3 		– Sell
-5,875
Closed -$740K – 80
2023
Q2 		$740K Buy
+5,875
New +$718K 0.56% 31

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

Aspen Wealth Strategies's PNC Position: Q1 2026 in Review

Aspen Wealth Strategies opened a new position in PNC Financial Services (PNC) in Q1 2026: 10,013 shares worth $2.08M. The stake represents 1.11% of the portfolio and ranks #21 among its holdings. This is a return to the name: Aspen Wealth Strategies previously reported a position in PNC as recently as Q2 2023.

Aspen Wealth Strategies first reported a position in PNC in Q2 2023 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Aspen Wealth Strategies held 10,013 shares of PNC Financial Services worth $2.08M as of Q1 2026.
  • PNC Financial Services was a new Aspen Wealth Strategies position in Q1 2026.
  • PNC Financial Services made up 1.11% of Aspen Wealth Strategies's portfolio in Q1 2026, its #21 holding.
  • Aspen Wealth Strategies first reported a position in PNC Financial Services in Q2 2023 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.