Beese Fulmer Investment Management’s PNC Financial Services PNC Stock Holding History

Beese Fulmer Investment 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 Q1	$1.22M	Sell	5,884 -332	-5%	-$72.3K	0.08%	137
2025 Q4	$1.3M	Buy	6,216 +807	+15%	+$156K	0.08%	128
2025 Q3	$1.09M	Buy	5,409 +709	+15%	+$140K	0.08%	137
2025 Q2	$876K	Buy	4,700 +52	+1%	+$8.8K	0.07%	146
2025 Q1	$817K	Buy	4,648 +182	+4%	+$34.4K	0.07%	129
2024 Q4	$861K	Buy	4,466 +181	+4%	+$35.6K	0.07%	126
2024 Q3	$792K	Buy	4,285 +322	+8%	+$56.5K	0.07%	130
2024 Q2	$616K	Sell	3,963 -30	-0.8%	-$4.65K	0.06%	138
2024 Q1	$645K	Buy	3,993 +278	+7%	+$41.9K	0.06%	137
2023 Q4	$575K	Buy	3,715 +160	+5%	+$20.7K	0.06%	140
2023 Q3	$436K	Buy	3,555 +370	+12%	+$46.6K	0.05%	152
2023 Q2	$401K	Buy	3,185 +36	+1%	+$4.4K	0.04%	161
2023 Q1	$400K	Sell	3,149 -39	-1%	-$5.88K	0.05%	165
2022 Q4	$504K	Buy	3,188 +100	+3%	+$15.7K	0.06%	152
2022 Q3	$461K	Buy	3,088 +480	+18%	+$77.8K	0.06%	146
2022 Q2	$411K	Hold	2,608	–	–	0.05%	161
2022 Q1	$481K	Hold	2,608	–	–	0.05%	159
2021 Q4	$523K	Hold	2,608	–	–	0.05%	156
2021 Q3	$510K	Hold	2,608	–	–	0.06%	156
2021 Q2	$498K	Hold	2,608	–	–	0.06%	153
2021 Q1	$457K	Sell	2,608 -61	-2%	-$10.1K	0.05%	151
2020 Q4	$398K	Hold	2,669	–	–	0.05%	148
2020 Q3	$293K	Hold	2,669	–	–	0.04%	161
2020 Q2	$281K	Hold	2,669	–	–	0.04%	157
2020 Q1	$255K	Hold	2,669	–	–	0.05%	154
2019 Q4	$426K	Hold	2,669	–	–	0.06%	143
2019 Q3	$374K	Buy	2,669 +215	+9%	+$29.2K	0.06%	148
2019 Q2	$337K	Hold	2,454	–	–	0.06%	127
2019 Q1	$301K	Hold	2,454	–	–	0.06%	135
2018 Q4	$287K	Hold	2,454	–	–	0.06%	132
2018 Q3	$334K	Sell	2,454 -28	-1%	-$3.98K	0.07%	128
2018 Q2	$335K	Hold	2,482	–	–	0.07%	124
2018 Q1	$375K	Hold	2,482	–	–	0.08%	121
2017 Q4	$358K	Sell	2,482 -9	-0.4%	-$1.24K	0.08%	127
2017 Q3	$336K	Hold	2,491	–	–	0.08%	128
2017 Q2	$311K	Hold	2,491	–	–	0.07%	123
2017 Q1	$300K	Hold	2,491	–	–	0.07%	131
2016 Q4	$291K	Sell	2,491 -1,100	-31%	-$114K	0.08%	129
2016 Q3	$323K	Sell	3,591 -116	-3%	-$9.96K	0.09%	123
2016 Q2	$302K	Hold	3,707	–	–	0.09%	119
2016 Q1	$303K	Sell	3,707 -300	-7%	-$25.5K	0.09%	123
2015 Q4	$382K	Hold	4,007	–	–	0.12%	109
2015 Q3	$357K	Hold	4,007	–	–	0.12%	112
2015 Q2	$383K	Hold	4,007	–	–	0.12%	106
2015 Q1	$374K	Buy	4,007 +57	+1%	+$5.15K	0.12%	103
2014 Q4	$360K	Hold	3,950	–	–	0.11%	118
2014 Q3	$338K	Hold	3,950	–	–	0.11%	119
2014 Q2	$352K	Hold	3,950	–	–	0.11%	118
2014 Q1	$344K	Hold	3,950	–	–	0.12%	116
2013 Q4	$306K	Hold	3,950	–	–	0.11%	119
2013 Q3	$286K	Hold	3,950	–	–	0.11%	120
2013 Q2	$288K	Buy	+3,950	New	+$274K	0.12%	114

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beese Fulmer Investment Management's PNC Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its PNC Financial Services (PNC) stake by 5.3% in Q1 2026, selling an estimated $72.3K and leaving 5,884 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #137.

Beese Fulmer Investment Management first reported a position in PNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.3M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Beese Fulmer Investment Management held 5,884 shares of PNC Financial Services worth $1.22M as of Q1 2026.
Beese Fulmer Investment Management sold 332 PNC Financial Services shares in Q1 2026, an estimated $72.3K.
PNC Financial Services made up 0.08% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #137 holding.
Beese Fulmer Investment Management first reported a position in PNC Financial Services in Q2 2013 and has held it in 52 quarters since.
Beese Fulmer Investment Management's PNC Financial Services position peaked at $1.3M in Q4 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.