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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
2025
Q2 		– Sell
-300
Closed -$52.7K – 1301
2025
Q1 		$52.7K Buy
+300
New +$56.6K ﹤0.01% 1257

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 48 quarters since. The position peaked at $3.47M in Q4 2014. 2,030 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 48 quarters since.
  • B. Riley Wealth Advisors's PNC Financial Services position peaked at $3.47M in Q4 2014.
  • 2,030 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.