AWE
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Avidian Wealth Enterprises’s PNC Financial Services PNC Stock Holding History

Avidian Wealth Enterprises’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 		$762K Buy
3,096
+210
+7% +$47K 0.02% 383
2026
Q1 		$601K Buy
2,886
+432
+18% +$94.1K 0.02% 401
2025
Q4 		$512K Buy
2,454
+267
+12% +$51.5K 0.02% 371
2025
Q3 		$439K Buy
2,187
+267
+14% +$52.8K 0.02% 397
2025
Q2 		$358K Sell
1,920
-96
-5% -$16.2K 0.01% 405
2025
Q1 		$354K Buy
+2,016
New +$381K 0.02% 374
2023
Q2 		– Sell
-4,137
Closed -$526K – 471
2023
Q1 		$526K Sell
4,137
-391
-9% -$59K 0.03% 286
2022
Q4 		$715K Buy
4,528
+134
+3% +$21.1K 0.05% 220
2022
Q3 		$657K Buy
4,394
+213
+5% +$34.5K 0.05% 196
2022
Q2 		$660K Buy
4,181
+1,152
+38% +$193K 0.05% 223
2022
Q1 		$559K Buy
3,029
+92
+3% +$18.6K 0.03% 278
2021
Q4 		$589K Buy
2,937
+182
+7% +$37K 0.04% 271
2021
Q3 		$539K Buy
2,755
+225
+9% +$42.5K 0.04% 204
2021
Q2 		$483K Buy
2,530
+106
+4% +$19.9K 0.04% 231
2021
Q1 		$425K Buy
2,424
+53
+2% +$8.74K 0.04% 233
2020
Q4 		$353K Buy
2,371
+96
+4% +$12.3K 0.03% 234
2020
Q3 		$250K Buy
2,275
+10
+0.4% +$1.07K 0.03% 239
2020
Q2 		$238K Buy
+2,265
New +$239K 0.03% 227
2020
Q1 		– Sell
-1,452
Closed -$232K – 245
2019
Q4 		$232K Buy
+1,452
New +$218K 0.03% 206

Other funds holding PNC

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Avidian Wealth Enterprises's PNC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its PNC Financial Services (PNC) stake by 7.3% in Q2 2026, buying an estimated $47K and bringing the position to 3,096 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #383.

Avidian Wealth Enterprises first reported a position in PNC in Q4 2019 and has held it in 19 quarters since. 747 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Avidian Wealth Enterprises held 3,096 shares of PNC Financial Services worth $762K as of Q2 2026.
  • Avidian Wealth Enterprises bought 210 PNC Financial Services shares in Q2 2026, an estimated $47K.
  • PNC Financial Services made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #383 holding.
  • Avidian Wealth Enterprises first reported a position in PNC Financial Services in Q4 2019 and has held it in 19 quarters since.
  • 747 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.