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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlantic Family Wealth's PNC Position: Q1 2026 in Review

Atlantic Family Wealth increased its PNC Financial Services (PNC) stake by 1.1% in Q1 2026, buying an estimated $4.14K and bringing the position to 1,784 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #30.

Atlantic Family Wealth first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Atlantic Family Wealth held 1,784 shares of PNC Financial Services worth $371K as of Q1 2026.
  • Atlantic Family Wealth bought 19 PNC Financial Services shares in Q1 2026, an estimated $4.14K.
  • PNC Financial Services made up 0.27% of Atlantic Family Wealth's portfolio in Q1 2026, its #30 holding.
  • Atlantic Family Wealth first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.