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Avantax Planning Partners’s PNC Financial Services PNC Stock Holding History

Avantax Planning Partners’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 		$624K Buy
2,999
+149
+5% +$32.4K 0.02% 245
2025
Q4 		$595K Sell
2,850
-3
-0.1% -$579 0.02% 243
2025
Q3 		$573K Sell
2,853
-50
-2% -$9.89K 0.02% 250
2025
Q2 		$541K Sell
2,903
-3
-0.1% -$508 0.02% 258
2025
Q1 		$511K Buy
2,906
+96
+3% +$18.1K 0.02% 257
2024
Q4 		$542K Buy
2,810
+11
+0.4% +$2.16K 0.02% 247
2024
Q3 		$517K Sell
2,799
-137
-5% -$24K 0.02% 252
2024
Q2 		$457K Buy
2,936
+9
+0.3% +$1.4K 0.01% 299
2024
Q1 		$473K Buy
+2,927
New +$441K 0.02% 298
2021
Q2 		– Sell
-1,253
Closed -$220K – 341
2021
Q1 		$220K Buy
+1,253
New +$207K 0.01% 282
2020
Q1 		– Sell
-1,263
Closed -$202K – 305
2019
Q4 		$202K Buy
+1,263
New +$190K 0.01% 295
2018
Q4 		– Sell
-1,315
Closed -$179K – 960
2018
Q3 		$179K Buy
+1,315
New +$187K 0.01% 254
2018
Q2 		– Sell
-803
Closed -$121K – 1145
2018
Q1 		$121K Buy
+803
New +$125K 0.01% 377
2017
Q4 		– Sell
-2,341
Closed -$316K – 345
2017
Q3 		$316K Sell
2,341
-321
-12% -$41.2K 0.02% 263
2017
Q2 		$332K Sell
2,662
-438
-14% -$52.8K 0.03% 238
2017
Q1 		$373K Buy
3,100
+188
+6% +$23K 0.03% 216
2016
Q4 		$341K Buy
+2,912
New +$303K 0.04% 210

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

Avantax Planning Partners's PNC Position: Q1 2026 in Review

Avantax Planning Partners increased its PNC Financial Services (PNC) stake by 5.2% in Q1 2026, buying an estimated $32.4K and bringing the position to 2,999 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #245.

Avantax Planning Partners first reported a position in PNC in Q4 2016 and has held it in 17 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Avantax Planning Partners held 2,999 shares of PNC Financial Services worth $624K as of Q1 2026.
  • Avantax Planning Partners bought 149 PNC Financial Services shares in Q1 2026, an estimated $32.4K.
  • PNC Financial Services made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #245 holding.
  • Avantax Planning Partners first reported a position in PNC Financial Services in Q4 2016 and has held it in 17 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.