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

AssuredPartners Investment 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 Q2	$1.04M	Sell	4,239 -123	-3%	-$27.5K	0.1%	193
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AssuredPartners Investment Advisors's PNC Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its PNC Financial Services (PNC) stake by 2.8% in Q2 2026, selling an estimated $27.5K and leaving 4,239 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #193.

AssuredPartners Investment Advisors first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

AssuredPartners Investment Advisors held 4,239 shares of PNC Financial Services worth $1.04M as of Q2 2026.
AssuredPartners Investment Advisors sold 123 PNC Financial Services shares in Q2 2026, an estimated $27.5K.
PNC Financial Services made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #193 holding.
AssuredPartners Investment Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.