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Beacon Financial Advisory’s PNC Financial Services PNC Stock Holding History

Beacon Financial Advisory’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 		$655K Buy
2,661
+30
+1% +$6.72K 0.13% 199
2026
Q1 		$547K Buy
2,631
+32
+1% +$6.97K 0.12% 208
2025
Q4 		$542K Sell
2,599
-253
-9% -$48.8K 0.13% 203
2025
Q3 		$573K Buy
2,852
+429
+18% +$84.8K 0.13% 187
2025
Q2 		$452K Buy
2,423
+146
+6% +$24.7K 0.12% 216
2025
Q1 		$400K Buy
+2,277
New +$430K 0.12% 196

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

Beacon Financial Advisory's PNC Position: Q2 2026 in Review

Beacon Financial Advisory increased its PNC Financial Services (PNC) stake by 1.1% in Q2 2026, buying an estimated $6.72K and bringing the position to 2,661 shares worth $655K. The position accounts for 0.13% of the portfolio, ranked #199.

Beacon Financial Advisory first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. 2,038 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Beacon Financial Advisory held 2,661 shares of PNC Financial Services worth $655K as of Q2 2026.
  • Beacon Financial Advisory bought 30 PNC Financial Services shares in Q2 2026, an estimated $6.72K.
  • PNC Financial Services made up 0.13% of Beacon Financial Advisory's portfolio in Q2 2026, its #199 holding.
  • Beacon Financial Advisory first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 2,038 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.