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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
Q2 		$2.65M Buy
10,773
+760
+8% +$170K 1.28% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aspen Wealth Strategies's PNC Position: Q2 2026 in Review

Aspen Wealth Strategies increased its PNC Financial Services (PNC) stake by 7.6% in Q2 2026, buying an estimated $170K and bringing the position to 10,773 shares worth $2.65M. The position accounts for 1.28% of the portfolio, ranked #18.

Aspen Wealth Strategies first reported a position in PNC in Q2 2023 and has held it in 3 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Aspen Wealth Strategies held 10,773 shares of PNC Financial Services worth $2.65M as of Q2 2026.
  • Aspen Wealth Strategies bought 760 PNC Financial Services shares in Q2 2026, an estimated $170K.
  • PNC Financial Services made up 1.28% of Aspen Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Aspen Wealth Strategies first reported a position in PNC Financial Services in Q2 2023 and has held it in 3 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.