BRWA
PNC icon

B. Riley Wealth Advisors’s PNC Financial Services PNC Stock Holding History

B. Riley Wealth Advisors’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 		$702K Sell
2,845
-38
-1% -$8.51K 0.04% 388
2026
Q1 		$581K Sell
2,883
-1,711
-37% -$373K 0.04% 409
2025
Q4 		$959K Sell
4,594
-447
-9% -$86.3K 0.04% 355
2025
Q3 		$1.01M Sell
5,041
-124
-2% -$24.5K 0.05% 337
2025
Q2 		$963K Buy
+5,165
New +$874K 0.05% 365
2024
Q4 		$1.85M Sell
9,571
-813
-8% -$160K 0.06% 294
2024
Q3 		$1.9M Sell
10,384
-1,026
-9% -$180K 0.05% 326
2024
Q2 		$1.77M Sell
11,410
-2,345
-17% -$363K 0.05% 373
2024
Q1 		$1.69M Buy
13,755
+1,596
+13% +$241K 0.05% 398
2023
Q4 		$1.88M Sell
12,159
-1,596
-12% -$207K 0.05% 377
2023
Q3 		$1.69M Buy
13,755
+969
+8% +$122K 0.05% 398
2023
Q2 		$1.61M Sell
12,786
-649
-5% -$79.3K 0.04% 430
2023
Q1 		$1.71M Sell
13,435
-341
-2% -$51.4K 0.05% 388
2022
Q4 		$2.18M Buy
13,776
+131
+1% +$20.6K 0.06% 313
2022
Q3 		$2.04M Sell
13,645
-88
-0.6% -$14.3K 0.06% 308
2022
Q2 		$2.17M Sell
13,733
-806
-6% -$135K 0.09% 226
2022
Q1 		$2.68M Sell
14,539
-2,272
-14% -$459K 0.09% 240
2021
Q4 		$3.37M Buy
16,811
+738
+5% +$150K 0.1% 226
2021
Q3 		$3.13M Buy
16,073
+234
+1% +$44.2K 0.1% 232
2021
Q2 		$2.99M Sell
15,839
-1,127
-7% -$212K 0.1% 247
2021
Q1 		$2.94M Buy
16,966
+5,753
+51% +$949K 0.1% 217
2020
Q4 		$1.67M Sell
11,213
-2,526
-18% -$323K 0.09% 229
2020
Q3 		$1.5M Buy
13,739
+1,352
+11% +$145K 0.08% 248
2020
Q2 		$1.3M Sell
12,387
-775
-6% -$81.7K 0.09% 230
2020
Q1 		$1.26M Buy
13,162
+5,179
+65% +$696K 0.11% 196
2019
Q4 		$1.27M Buy
7,983
+3,816
+92% +$573K 0.11% 204
2019
Q3 		$585K Buy
4,167
+292
+8% +$39.6K 0.06% 351
2019
Q2 		$533K Buy
3,875
+454
+13% +$60K 0.06% 352
2019
Q1 		$421K Buy
3,421
+125
+4% +$15.5K 0.05% 384
2018
Q4 		$387K Sell
3,296
-242
-7% -$30.9K 0.06% 367
2018
Q3 		$484K Sell
3,538
-2
-0.1% -$284 0.06% 359
2018
Q2 		$481K Buy
3,540
+259
+8% +$37.8K 0.06% 336
2018
Q1 		$498K Sell
3,281
-530
-14% -$82.3K 0.07% 314
2017
Q4 		$553K Sell
3,811
-185
-5% -$25.6K 0.07% 292
2017
Q3 		$541K Sell
3,996
-144
-3% -$18.5K 0.09% 246
2017
Q2 		$519K Buy
4,140
+409
+11% +$49.3K 0.09% 244
2017
Q1 		$451K Sell
3,731
-436
-10% -$53.4K 0.09% 253
2016
Q4 		$489K Sell
4,167
-611
-13% -$63.5K 0.1% 233
2016
Q3 		$433K Buy
4,778
+54
+1% +$4.63K 0.08% 299
2016
Q2 		$386K Buy
4,724
+41
+0.9% +$3.52K 0.08% 322
2016
Q1 		$396K Sell
4,683
-439
-9% -$37.4K 0.09% 276
2015
Q4 		$489K Buy
5,122
+170
+3% +$15.8K 0.1% 254
2015
Q3 		$443K Buy
4,952
+156
+3% +$14.7K 0.11% 254
2015
Q2 		$460K Buy
+4,796
New +$454K 0.11% 226
2015
Q1 		– Sell
-6,757
Closed -$3.47K – 1608
2014
Q4 		$3.47K Buy
6,757
+2,974
+79% +$258K 0.07% 330
2014
Q3 		$324K Sell
3,783
-665
-15% -$56.5K 0.08% 334
2014
Q2 		$396K Buy
+4,448
New +$380K 0.09% 237

Other funds holding PNC

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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

B. Riley Wealth Advisors's PNC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its PNC Financial Services (PNC) stake by 1.3% in Q2 2026, selling an estimated $8.51K and leaving 2,845 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #388.

B. Riley Wealth Advisors first reported a position in PNC in Q2 2014 and has held it in 47 quarters since. The position peaked at $3.37M in Q4 2021. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • B. Riley Wealth Advisors held 2,845 shares of PNC Financial Services worth $702K as of Q2 2026.
  • B. Riley Wealth Advisors sold 38 PNC Financial Services shares in Q2 2026, an estimated $8.51K.
  • PNC Financial Services made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • B. Riley Wealth Advisors first reported a position in PNC Financial Services in Q2 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's PNC Financial Services position peaked at $3.37M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.