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Baron Wealth Management’s PNC Financial Services PNC Stock Holding History

Baron 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 		$411K Buy
1,668
+106
+7% +$23.7K 0.11% 139
2026
Q1 		$325K Buy
1,562
+46
+3% +$10K 0.1% 171
2025
Q4 		$316K Buy
1,516
+59
+4% +$11.4K 0.1% 167
2025
Q3 		$293K Buy
1,457
+82
+6% +$16.2K 0.1% 161
2025
Q2 		$256K Buy
1,375
+83
+6% +$14K 0.09% 167
2025
Q1 		$227K Sell
1,292
-183
-12% -$34.5K 0.1% 172
2024
Q4 		$285K Buy
1,475
+35
+2% +$6.88K 0.13% 130
2024
Q3 		$266K Sell
1,440
-61
-4% -$10.7K 0.13% 141
2024
Q2 		$233K Buy
1,501
+153
+11% +$23.7K 0.12% 144
2024
Q1 		$218K Sell
1,348
-7
-0.5% -$1.05K 0.12% 166
2023
Q4 		$210K Buy
+1,355
New +$175K 0.11% 164
2023
Q1 		– Sell
-1,360
Closed -$215K – 145
2022
Q4 		$215K Buy
+1,360
New +$214K 0.16% 120

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Baron Wealth Management's PNC Position: Q2 2026 in Review

Baron Wealth Management increased its PNC Financial Services (PNC) stake by 6.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,668 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #139.

Baron Wealth Management first reported a position in PNC in Q4 2022 and has held it in 12 quarters since. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Baron Wealth Management held 1,668 shares of PNC Financial Services worth $411K as of Q2 2026.
  • Baron Wealth Management bought 106 PNC Financial Services shares in Q2 2026, an estimated $23.7K.
  • PNC Financial Services made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Baron Wealth Management first reported a position in PNC Financial Services in Q4 2022 and has held it in 12 quarters since.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.