Aventura Private Wealth’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$591K Buy
2,401
+222
+10% +$49.7K 0.18% 87
2026
Q1
$453K Hold
2,179
0.17% 101
2025
Q4
$455K Buy
2,179
+5
+0.2% +$965 0.16% 98
2025
Q3
$437K Sell
2,174
-233
-10% -$46.1K 0.16% 98
2025
Q2
$449K Sell
2,407
-125
-5% -$21.2K 0.19% 89
2025
Q1
$445K Buy
2,532
+7
+0.3% +$1.32K 0.23% 86
2024
Q4
$487K Buy
+2,525
New +$496K 0.26% 77

Other funds holding PNC

Aventura Private Wealth's PNC Position: Q2 2026 in Review

Aventura Private Wealth increased its PNC Financial Services (PNC) stake by 10% in Q2 2026, buying an estimated $49.7K and bringing the position to 2,401 shares worth $591K. The position accounts for 0.18% of the portfolio, ranked #87.

Aventura Private Wealth first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Aventura Private Wealth held 2,401 shares of PNC Financial Services worth $591K as of Q2 2026.
  • Aventura Private Wealth bought 222 PNC Financial Services shares in Q2 2026, an estimated $49.7K.
  • PNC Financial Services made up 0.18% of Aventura Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Aventura Private Wealth first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 699 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.