AWM
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Axxcess Wealth Management’s PNC Financial Services PNC Stock Holding History

Axxcess Wealth Management’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 		$2.12M Sell
10,195
-408
-4% -$88.8K 0.07% 184
2025
Q4 		$2.21M Buy
10,603
+2,416
+30% +$466K 0.04% 356
2025
Q3 		$1.65M Buy
8,187
+986
+14% +$195K 0.03% 356
2025
Q2 		$1.34M Buy
7,201
+819
+13% +$139K 0.03% 358
2025
Q1 		$1.12M Sell
6,382
-14,120
-69% -$2.67M 0.03% 365
2024
Q4 		$3.95M Buy
20,502
+1,261
+7% +$248K 0.09% 160
2024
Q3 		$3.56M Buy
19,241
+1,381
+8% +$242K 0.09% 177
2024
Q2 		$2.78M Sell
17,860
-900
-5% -$139K 0.07% 203
2024
Q1 		$3.03M Buy
18,760
+2,904
+18% +$438K 0.08% 191
2023
Q4 		$2.46M Buy
15,856
+2,862
+22% +$371K 0.07% 212
2023
Q3 		$1.6M Buy
12,994
+9,144
+238% +$1.15M 0.05% 237
2023
Q2 		$485K Sell
3,850
-387
-9% -$47.3K 0.04% 355
2023
Q1 		$538K Buy
4,237
+202
+5% +$30.5K 0.04% 362
2022
Q4 		$637K Buy
4,035
+1,807
+81% +$284K 0.05% 311
2022
Q3 		$333K Buy
2,228
+97
+5% +$15.7K 0.03% 383
2022
Q2 		$336K Buy
2,131
+885
+71% +$148K 0.03% 372
2022
Q1 		$230K Buy
1,246
+242
+24% +$48.9K 0.02% 543
2021
Q4 		$201K Buy
+1,004
New +$204K 0.01% 590

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

Axxcess Wealth Management's PNC Position: Q1 2026 in Review

Axxcess Wealth Management reduced its PNC Financial Services (PNC) stake by 3.8% in Q1 2026, selling an estimated $88.8K and leaving 10,195 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #184.

Axxcess Wealth Management first reported a position in PNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.95M in Q4 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Axxcess Wealth Management held 10,195 shares of PNC Financial Services worth $2.12M as of Q1 2026.
  • Axxcess Wealth Management sold 408 PNC Financial Services shares in Q1 2026, an estimated $88.8K.
  • PNC Financial Services made up 0.07% of Axxcess Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Axxcess Wealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's PNC Financial Services position peaked at $3.95M in Q4 2024.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.