Atlantic Edge Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Atlantic Edge Private Wealth Management’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	$208K	Hold	845	–	–	0.04%	135
2026 Q1	$176K	Hold	845	–	–	0.04%	138
2025 Q4	$176K	Sell	845 -5	-0.6%	-$965	0.04%	138
2025 Q3	$171K	Hold	850	–	–	0.04%	141
2025 Q2	$158K	Buy	850 +205	+32%	+$34.7K	0.04%	141
2025 Q1	$113K	Buy	645 +55	+9%	+$10.4K	0.03%	153
2024 Q4	$114K	Sell	590 -25	-4%	-$4.92K	0.04%	158
2024 Q3	$114K	Hold	615	–	–	0.03%	158
2024 Q2	$95.6K	Buy	615 +40	+7%	+$6.2K	0.03%	161
2024 Q1	$92.9K	Hold	575	–	–	0.03%	156
2023 Q4	$89K	Buy	+575	New	+$74.4K	0.04%	154

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 $3.37T AUM 44.26% 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

Atlantic Edge Private Wealth Management's PNC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 845 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #135.

Atlantic Edge Private Wealth Management first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Atlantic Edge Private Wealth Management held 845 shares of PNC Financial Services worth $208K as of Q2 2026.
Atlantic Edge Private Wealth Management left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #135 holding.
Atlantic Edge Private Wealth Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.