AssuredPartners Investment Advisors’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$930K Buy
4,362
+134
+3% +$29.2K 0.1% 199
2025
Q4
$883K Buy
4,228
+2,651
+168% +$512K 0.13% 157
2025
Q3
$317K Sell
1,577
-51
-3% -$10.1K 0.07% 199
2025
Q2
$303K Sell
1,628
-2,598
-61% -$440K 0.07% 185
2025
Q1
$743K Buy
4,226
+396
+10% +$74.8K 0.14% 156
2024
Q4
$739K Buy
+3,830
New +$753K 0.14% 150

Other funds holding PNC

AssuredPartners Investment Advisors's PNC Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its PNC Financial Services (PNC) stake by 3.2% in Q1 2026, buying an estimated $29.2K and bringing the position to 4,362 shares worth $930K. The position accounts for 0.1% of the portfolio, ranked #199.

AssuredPartners Investment Advisors first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,362 shares of PNC Financial Services worth $930K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 134 PNC Financial Services shares in Q1 2026, an estimated $29.2K.
  • PNC Financial Services made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • AssuredPartners Investment Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.