BTWM
PNC icon

Baker Tilly Wealth Management’s PNC Financial Services PNC Stock Holding History

Baker Tilly 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
Q2 		$456K Sell
1,851
-53
-3% -$11.9K 0.1% 176
2026
Q1 		$396K Sell
1,904
-7
-0.4% -$1.52K 0.1% 179
2025
Q4 		$399K Sell
1,911
-44
-2% -$8.49K 0.1% 181
2025
Q3 		$393K Sell
1,955
-72
-4% -$14.2K 0.09% 181
2025
Q2 		$378K Buy
2,027
+167
+9% +$28.3K 0.14% 160
2025
Q1 		$327K Buy
1,860
+301
+19% +$56.8K 0.13% 171
2024
Q4 		$301K Buy
1,559
+10
+0.6% +$1.97K 0.12% 188
2024
Q3 		$286K Sell
1,549
-42
-3% -$7.37K 0.13% 185
2024
Q2 		$247K Sell
1,591
-799
-33% -$124K 0.1% 227
2024
Q1 		$386K Buy
2,390
+61
+3% +$9.19K 0.07% 306
2023
Q4 		$361K Sell
2,329
-489
-17% -$63.3K 0.06% 357
2023
Q3 		$346K Sell
2,818
-7,268
-72% -$914K 0.06% 339
2023
Q2 		$1.27M Buy
10,086
+296
+3% +$36.2K 0.13% 167
2023
Q1 		$1.24M Sell
9,790
-2,514
-20% -$379K 0.14% 166
2022
Q4 		$1.94M Buy
12,304
+918
+8% +$144K 0.24% 99
2022
Q3 		$1.7M Sell
11,386
-1,224
-10% -$198K 0.23% 92
2022
Q2 		$1.99M Buy
12,610
+307
+2% +$51.5K 0.26% 83
2022
Q1 		$2.27M Buy
12,303
+3,575
+41% +$723K 0.25% 82
2021
Q4 		$1.75M Buy
8,728
+84
+1% +$17.1K 0.19% 109
2021
Q3 		$1.69M Sell
8,644
-1,363
-14% -$257K 0.22% 88
2021
Q2 		$1.91M Buy
10,007
+226
+2% +$42.4K 0.31% 75
2021
Q1 		$1.72M Buy
9,781
+5,083
+108% +$838K 0.35% 67
2020
Q4 		$700K Buy
+4,698
New +$600K 0.22% 108

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
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
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

Baker Tilly Wealth Management's PNC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its PNC Financial Services (PNC) stake by 2.8% in Q2 2026, selling an estimated $11.9K and leaving 1,851 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #176.

Baker Tilly Wealth Management first reported a position in PNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.27M in Q1 2022. 699 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Baker Tilly Wealth Management held 1,851 shares of PNC Financial Services worth $456K as of Q2 2026.
  • Baker Tilly Wealth Management sold 53 PNC Financial Services shares in Q2 2026, an estimated $11.9K.
  • PNC Financial Services made up 0.1% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Baker Tilly Wealth Management first reported a position in PNC Financial Services in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's PNC Financial Services position peaked at $2.27M in Q1 2022.
  • 699 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.