BFA
PNC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beacon Financial Advisory's PNC Position: Q1 2026 in Review

Beacon Financial Advisory increased its PNC Financial Services (PNC) stake by 1.2% in Q1 2026, buying an estimated $6.97K and bringing the position to 2,631 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #208.

Beacon Financial Advisory first reported a position in PNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $573K in Q3 2025. 1,917 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Beacon Financial Advisory held 2,631 shares of PNC Financial Services worth $547K as of Q1 2026.
  • Beacon Financial Advisory bought 32 PNC Financial Services shares in Q1 2026, an estimated $6.97K.
  • PNC Financial Services made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #208 holding.
  • Beacon Financial Advisory first reported a position in PNC Financial Services in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's PNC Financial Services position peaked at $573K in Q3 2025.
  • 1,917 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.