BFG
PNC icon

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

Beacon Financial Group’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 		$358K Sell
1,455
-150
-9% -$33.6K 0.03% 295
2026
Q1 		$334K Buy
1,605
+27
+2% +$5.88K 0.03% 282
2025
Q4 		$329K Buy
1,578
+1
+0.1% +$193 0.03% 281
2025
Q3 		$317K Sell
1,577
-6
-0.4% -$1.19K 0.03% 290
2025
Q2 		$295K Sell
1,583
-75
-5% -$12.7K 0.03% 290
2025
Q1 		$291K Sell
1,658
-402
-20% -$75.9K 0.03% 281
2024
Q4 		$397K Sell
2,060
-8
-0.4% -$1.57K 0.04% 245
2024
Q3 		$382K Sell
2,068
-242
-10% -$42.4K 0.04% 250
2024
Q2 		$359K Buy
2,310
+66
+3% +$10.2K 0.04% 247
2024
Q1 		$363K Sell
2,244
-321
-13% -$48.4K 0.04% 245
2023
Q4 		$397K Buy
2,565
+67
+3% +$8.67K 0.05% 233
2023
Q3 		$302K Sell
2,498
-192
-7% -$24.2K 0.04% 212
2023
Q2 		$338K Sell
2,690
-330
-11% -$40.3K 0.05% 193
2023
Q1 		$369K Sell
3,020
-1,836
-38% -$277K 0.05% 188
2022
Q4 		$770K Buy
4,856
+59
+1% +$9.29K 0.11% 151
2022
Q3 		$723K Hold
4,797
– – 0.11% 153
2022
Q2 		$775K Buy
4,797
+47
+1% +$7.88K 0.12% 159
2022
Q1 		$901K Buy
4,750
+134
+3% +$27.1K 0.12% 156
2021
Q4 		$961K Buy
4,616
+32
+0.7% +$6.51K 0.12% 147
2021
Q3 		$905K Buy
4,584
+209
+5% +$39.5K 0.12% 144
2021
Q2 		$795K Buy
4,375
+487
+13% +$91.4K 0.11% 152
2021
Q1 		$626K Hold
3,888
– – 0.1% 155
2020
Q4 		$626K Sell
3,888
-215
-5% -$27.5K 0.1% 157
2020
Q3 		$451K Sell
4,103
-8
-0.2% -$860 0.08% 155
2020
Q2 		$423K Buy
4,111
+72
+2% +$7.59K 0.08% 152
2020
Q1 		$408K Sell
4,039
-39
-1% -$5.24K 0.09% 143
2019
Q4 		$651K Buy
4,078
+1,084
+36% +$163K 0.08% 143
2019
Q3 		$420K Sell
2,994
-70
-2% -$9.49K 0.07% 150
2019
Q2 		$421K Buy
+3,064
New +$405K 0.07% 152

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

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

Beacon Financial Group reduced its PNC Financial Services (PNC) stake by 9.3% in Q2 2026, selling an estimated $33.6K and leaving 1,455 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #295.

Beacon Financial Group first reported a position in PNC in Q2 2019 and has held it in 29 quarters since. The position peaked at $961K in Q4 2021. 709 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Beacon Financial Group held 1,455 shares of PNC Financial Services worth $358K as of Q2 2026.
  • Beacon Financial Group sold 150 PNC Financial Services shares in Q2 2026, an estimated $33.6K.
  • PNC Financial Services made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #295 holding.
  • Beacon Financial Group first reported a position in PNC Financial Services in Q2 2019 and has held it in 29 quarters since.
  • Beacon Financial Group's PNC Financial Services position peaked at $961K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.