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Asset Planning Inc’s PNC Financial Services PNC Stock Holding History

Asset Planning Inc’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 		$118K Hold
480
– – 0.08% 110
2026
Q1 		$99.9K Hold
480
– – 0.07% 114
2025
Q4 		$100K Hold
480
– – 0.07% 106
2025
Q3 		$96.4K Hold
480
– – 0.07% 113
2025
Q2 		$89.5K Hold
480
– – 0.07% 117
2025
Q1 		$84.4K Hold
480
– – 0.07% 112
2024
Q4 		$92.6K Buy
+480
New +$94.4K 0.07% 109

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

Asset Planning Inc's PNC Position: Q2 2026 in Review

Asset Planning Inc held its PNC Financial Services (PNC) position steady in Q2 2026 at 480 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #110.

Asset Planning Inc first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Asset Planning Inc held 480 shares of PNC Financial Services worth $118K as of Q2 2026.
  • Asset Planning Inc left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.08% of Asset Planning Inc's portfolio in Q2 2026, its #110 holding.
  • Asset Planning Inc first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.