Atria Wealth Solutions’s PNC Financial Services PNC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.52M	Sell	18,717 -8,805	-32%	-$1.49M	0.08%	275
2025 Q1	$4.84M	Sell	27,522 -2,416	-8%	-$456K	0.06%	346
2024 Q4	$5.77M	Buy	29,938 +1,933	+7%	+$380K	0.06%	321
2024 Q3	$5.18M	Buy	28,005 +2,725	+11%	+$478K	0.06%	339
2024 Q2	$3.93M	Sell	25,280 -257	-1%	-$39.8K	0.04%	400
2024 Q1	$4.13M	Buy	25,537 +1,253	+5%	+$189K	0.05%	392
2023 Q4	$3.76M	Sell	24,284 -547	-2%	-$70.8K	0.05%	385
2023 Q3	$3.05M	Buy	24,831 +2,255	+10%	+$284K	0.04%	427
2023 Q2	$2.84M	Buy	22,576 +7,137	+46%	+$872K	0.04%	458
2023 Q1	$1.96M	Buy	15,439 +1,421	+10%	+$214K	0.03%	547
2022 Q4	$2.21M	Sell	14,018 -279	-2%	-$43.9K	0.04%	476
2022 Q3	$2.14M	Buy	14,297 +7,285	+104%	+$1.18M	0.04%	463
2022 Q2	$1.11M	Sell	7,012 -3,087	-31%	-$517K	0.02%	652
2022 Q1	$1.86M	Buy	+10,099	New	+$2.04M	0.03%	504

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's PNC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PNC Financial Services (PNC) stake by 32% in Q2 2025, selling an estimated $1.49M and leaving 18,717 shares worth $3.52M. The position accounts for 0.08% of the portfolio, ranked #275.

Atria Wealth Solutions first reported a position in PNC in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.77M in Q4 2024. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

Atria Wealth Solutions held 18,717 shares of PNC Financial Services worth $3.52M as of Q2 2025.
Atria Wealth Solutions sold 8,805 PNC Financial Services shares in Q2 2025, an estimated $1.49M.
PNC Financial Services made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #275 holding.
Atria Wealth Solutions first reported a position in PNC Financial Services in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's PNC Financial Services position peaked at $5.77M in Q4 2024.
1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.