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Beaird Harris Wealth Management’s PNC Financial Services PNC Stock Holding History

Beaird Harris 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 		$144K Buy
585
+135
+30% +$30.2K 0.01% 172
2026
Q1 		$93.6K Sell
450
-9
-2% -$1.96K 0.01% 193
2025
Q4 		$95.7K Sell
459
-41
-8% -$7.91K 0.01% 195
2025
Q3 		$100K Buy
500
+43
+9% +$8.51K 0.01% 181
2025
Q2 		$85.2K Buy
457
+8
+2% +$1.35K 0.01% 199
2025
Q1 		$78.9K Buy
449
+9
+2% +$1.7K 0.01% 185
2024
Q4 		$84.9K Hold
440
– – 0.01% 186
2024
Q3 		$81.3K Sell
440
-55
-11% -$9.64K 0.01% 195
2024
Q2 		$76.9K Buy
495
+1
+0.2% +$155 0.01% 183
2024
Q1 		$79.8K Hold
494
– – 0.01% 169
2023
Q4 		$76.5K Hold
494
– – 0.01% 160
2023
Q3 		$60.6K Hold
494
– – 0.01% 161
2023
Q2 		$62.2K Hold
494
– – 0.01% 161
2023
Q1 		$62.8K Sell
494
-64
-11% -$9.65K 0.01% 160
2022
Q4 		$88.1K Buy
558
+32
+6% +$5.04K 0.02% 140
2022
Q3 		$79K Buy
526
+54
+11% +$8.75K 0.02% 129
2022
Q2 		$74K Sell
472
-54
-10% -$9.05K 0.02% 114
2022
Q1 		$97K Hold
526
– – 0.04% 134
2021
Q4 		$105K Buy
+526
New +$107K 0.04% 158

Other funds holding PNC

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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Beaird Harris Wealth Management's PNC Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its PNC Financial Services (PNC) stake by 30% in Q2 2026, buying an estimated $30.2K and bringing the position to 585 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #172.

Beaird Harris Wealth Management first reported a position in PNC in Q4 2021 and has held it in 19 quarters since. 647 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Beaird Harris Wealth Management held 585 shares of PNC Financial Services worth $144K as of Q2 2026.
  • Beaird Harris Wealth Management bought 135 PNC Financial Services shares in Q2 2026, an estimated $30.2K.
  • PNC Financial Services made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Beaird Harris Wealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 19 quarters since.
  • 647 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.