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Beacon Pointe Advisors’s PNC Financial Services PNC Stock Holding History

Beacon Pointe Advisors’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 		$6.42M Buy
30,850
+14,922
+94% +$3.25M 0.03% 416
2025
Q4 		$3.32M Buy
15,928
+1,643
+12% +$317K 0.02% 479
2025
Q3 		$2.87M Sell
14,285
-3,936
-22% -$778K 0.02% 467
2025
Q2 		$3.4M Sell
18,221
-1,152
-6% -$195K 0.04% 378
2025
Q1 		$3.41M Buy
19,373
+1,894
+11% +$358K 0.04% 363
2024
Q4 		$3.37M Buy
17,479
+398
+2% +$78.2K 0.04% 345
2024
Q3 		$3.16M Sell
17,081
-2,217
-11% -$389K 0.04% 380
2024
Q2 		$3M Buy
19,298
+526
+3% +$81.5K 0.04% 391
2024
Q1 		$3.03M Sell
18,772
-4,052
-18% -$611K 0.03% 401
2023
Q4 		$3.53M Sell
22,824
-1,242
-5% -$161K 0.04% 358
2023
Q3 		$2.95M Buy
24,066
+9,414
+64% +$1.18M 0.04% 375
2023
Q2 		$1.85M Sell
14,652
-862
-6% -$105K 0.03% 396
2023
Q1 		$1.97M Buy
15,514
+3,810
+33% +$575K 0.03% 396
2022
Q4 		$1.85M Buy
11,704
+2,533
+28% +$399K 0.04% 372
2022
Q3 		$1.37M Buy
9,171
+1,382
+18% +$224K 0.03% 399
2022
Q2 		$1.23M Sell
7,789
-24,250
-76% -$4.06M 0.03% 419
2022
Q1 		$5.91M Buy
32,039
+23,667
+283% +$4.78M 0.08% 226
2021
Q4 		$1.68M Buy
8,372
+1,086
+15% +$221K 0.04% 279
2021
Q3 		$1.43M Buy
7,286
+155
+2% +$29.3K 0.04% 341
2021
Q2 		$1.36M Buy
7,131
+3,282
+85% +$616K 0.05% 281
2021
Q1 		$675K Buy
3,849
+436
+13% +$71.9K 0.04% 254
2020
Q4 		$508K Sell
3,413
-153
-4% -$19.5K 0.03% 277
2020
Q3 		$392K Buy
3,566
+293
+9% +$31.5K 0.04% 258
2020
Q2 		$346K Buy
3,273
+627
+24% +$66.1K 0.03% 282
2020
Q1 		$253K Buy
+2,646
New +$355K 0.04% 254

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 Pointe Advisors's PNC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its PNC Financial Services (PNC) stake by 94% in Q1 2026, buying an estimated $3.25M and bringing the position to 30,850 shares worth $6.42M. The position accounts for 0.03% of the portfolio, ranked #416.

Beacon Pointe Advisors first reported a position in PNC in Q1 2020 and has held it in 25 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Beacon Pointe Advisors held 30,850 shares of PNC Financial Services worth $6.42M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,922 PNC Financial Services shares in Q1 2026, an estimated $3.25M.
  • PNC Financial Services made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #416 holding.
  • Beacon Pointe Advisors first reported a position in PNC Financial Services in Q1 2020 and has held it in 25 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.