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Atwood & Palmer’s PNC Financial Services PNC Stock Holding History

Atwood & Palmer’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 		$1.12M Sell
4,546
-12
-0.3% -$2.69K 0.06% 90
2026
Q1 		$948K Buy
4,558
+12
+0.3% +$2.61K 0.05% 93
2025
Q4 		$949K Hold
4,546
– – 0.05% 91
2025
Q3 		$913K Hold
4,546
– – 0.05% 91
2025
Q2 		$847K Hold
4,546
– – 0.05% 94
2025
Q1 		$799K Hold
4,546
– – 0.06% 93
2024
Q4 		$877K Buy
4,546
+46
+1% +$9.04K 0.06% 89
2024
Q3 		$832K Sell
4,500
-13
-0.3% -$2.28K 0.06% 89
2024
Q2 		$702K Sell
4,513
-50
-1% -$7.75K 0.05% 93
2024
Q1 		$737K Hold
4,563
– – 0.06% 93
2023
Q4 		$707K Sell
4,563
-120,304
-96% -$15.6M 0.06% 91
2023
Q3 		$15.3M Sell
124,867
-400
-0.3% -$50.3K 1.34% 34
2023
Q2 		$15.8M Buy
125,267
+243
+0.2% +$29.7K 1.41% 29
2023
Q1 		$15.9M Buy
125,024
+661
+0.5% +$99.7K 1.49% 25
2022
Q4 		$19.6M Buy
124,363
+2,612
+2% +$411K 1.77% 20
2022
Q3 		$18.2M Buy
121,751
+2,980
+3% +$483K 1.8% 23
2022
Q2 		$18.7M Sell
118,771
-4,093
-3% -$686K 1.83% 25
2022
Q1 		$22.7M Sell
122,864
-1,176
-0.9% -$238K 1.96% 20
2021
Q4 		$24.9M Sell
124,040
-111
-0.1% -$22.6K 2.08% 18
2021
Q3 		$24.3M Buy
124,151
+66
+0.1% +$12.5K 2.17% 15
2021
Q2 		$23.7M Sell
124,085
-28,408
-19% -$5.33M 2.13% 14
2021
Q1 		$26.7M Sell
152,493
-1,597
-1% -$263K 2.57% 13
2020
Q4 		$23M Buy
154,090
+668
+0.4% +$85.3K 2.47% 13
2020
Q3 		$16.9M Sell
153,422
-219
-0.1% -$23.6K 2.12% 20
2020
Q2 		$16.2M Sell
153,641
-53
-0% -$5.58K 2.18% 19
2020
Q1 		$14.7M Buy
153,694
+1,107
+0.7% +$149K 2.31% 19
2019
Q4 		$24.4M Sell
152,587
-6,211
-4% -$932K 3.13% 9
2019
Q3 		$22.3M Sell
158,798
-15,608
-9% -$2.12M 3% 9
2019
Q2 		$23.9M Sell
174,406
-4,714
-3% -$623K 3.23% 10
2019
Q1 		$22M Sell
179,120
-3,509
-2% -$434K 3.11% 9
2018
Q4 		$21.4M Sell
182,629
-4,573
-2% -$584K 3.39% 6
2018
Q3 		$25.5M Buy
187,202
+350
+0.2% +$49.8K 3.33% 8
2018
Q2 		$25.2M Sell
186,852
-1,657
-0.9% -$242K 3.46% 6
2018
Q1 		$28.5M Sell
188,509
-3,559
-2% -$553K 4.06% 5
2017
Q4 		$27.7M Buy
192,068
+1,888
+1% +$261K 3.89% 3
2017
Q3 		$25.6M Buy
190,180
+2,828
+2% +$363K 3.71% 5
2017
Q2 		$23.4M Buy
187,352
+5,613
+3% +$677K 3.67% 4
2017
Q1 		$21.9M Sell
181,739
-8,404
-4% -$1.03M 3.49% 6
2016
Q4 		$22.2M Buy
190,143
+2,264
+1% +$235K 4% 4
2016
Q3 		$16.9M Sell
187,879
-1,630
-0.9% -$140K 3.07% 11
2016
Q2 		$15.4M Buy
189,509
+2,007
+1% +$173K 2.79% 11
2016
Q1 		$15.9M Buy
187,502
+92,899
+98% +$7.91M 2.82% 11
2015
Q4 		$9.02M Buy
94,603
+4,552
+5% +$423K 1.71% 21
2015
Q3 		$8.03M Buy
90,051
+3,727
+4% +$351K 1.57% 26
2015
Q2 		$8.26M Buy
86,324
+3,132
+4% +$296K 1.48% 22
2015
Q1 		$7.76M Sell
83,192
-333
-0.4% -$30.1K 1.38% 25
2014
Q4 		$7.62M Buy
83,525
+66,500
+391% +$5.76M 1.42% 28
2014
Q3 		$1.31M Buy
17,025
+8,075
+90% +$687K 0.25% 58
2014
Q2 		$797K Buy
+8,950
New +$764K 0.21% 67

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Atwood & Palmer's PNC Position: Q2 2026 in Review

Atwood & Palmer reduced its PNC Financial Services (PNC) stake by 0.26% in Q2 2026, selling an estimated $2.69K and leaving 4,546 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #90.

Atwood & Palmer first reported a position in PNC in Q2 2014 and has held it in 49 quarters since. The position peaked at $28.5M in Q1 2018. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Atwood & Palmer held 4,546 shares of PNC Financial Services worth $1.12M as of Q2 2026.
  • Atwood & Palmer sold 12 PNC Financial Services shares in Q2 2026, an estimated $2.69K.
  • PNC Financial Services made up 0.06% of Atwood & Palmer's portfolio in Q2 2026, its #90 holding.
  • Atwood & Palmer first reported a position in PNC Financial Services in Q2 2014 and has held it in 49 quarters since.
  • Atwood & Palmer's PNC Financial Services position peaked at $28.5M in Q1 2018.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.