Atlantic Family Wealth’s PNC Financial Services PNC Stock Holding History

Atlantic Family Wealth’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	$441K	Buy	1,790 +6	+0.3%	+$1.34K	0.28%	23
2026 Q1	$371K	Buy	1,784 +19	+1%	+$4.14K	0.27%	30
2025 Q4	$368K	Sell	1,765 -3	-0.2%	-$579	0.28%	26
2025 Q3	$355K	Sell	1,768 -12	-0.7%	-$2.37K	0.27%	30
2025 Q2	$332K	Buy	1,780 +437	+33%	+$74K	0.29%	26
2025 Q1	$236K	Buy	1,343 +73	+6%	+$13.8K	0.22%	37
2024 Q4	$245K	Buy	+1,270	New	+$250K	0.29%	35

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

Atlantic Family Wealth's PNC Position: Q2 2026 in Review

Atlantic Family Wealth increased its PNC Financial Services (PNC) stake by 0.34% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,790 shares worth $441K. The position accounts for 0.28% of the portfolio, ranked #23.

Atlantic Family Wealth 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.

Atlantic Family Wealth held 1,790 shares of PNC Financial Services worth $441K as of Q2 2026.
Atlantic Family Wealth bought 6 PNC Financial Services shares in Q2 2026, an estimated $1.34K.
PNC Financial Services made up 0.28% of Atlantic Family Wealth's portfolio in Q2 2026, its #23 holding.
Atlantic Family Wealth 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 Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.