BBPWM
PNC icon

Blue Bell Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Blue Bell Private 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
Q1 		$178K Buy
855
+22
+3% +$4.79K 0.03% 281
2025
Q4 		$174K Hold
833
– – 0.03% 270
2025
Q3 		$167K Buy
833
+82
+11% +$16.2K 0.03% 267
2025
Q2 		$140K Sell
751
-124
-14% -$21K 0.02% 274
2025
Q1 		$154K Hold
875
– – 0.03% 253
2024
Q4 		$169K Sell
875
-27
-3% -$5.31K 0.03% 226
2024
Q3 		$167K Buy
902
+24
+3% +$4.21K 0.03% 233
2024
Q2 		$137K Sell
878
-12
-1% -$1.86K 0.03% 233
2024
Q1 		$144K Sell
890
-95
-10% -$14.3K 0.03% 218
2023
Q4 		$153K Sell
985
-50
-5% -$6.47K 0.04% 190
2023
Q3 		$127K Sell
1,035
-74
-7% -$9.31K 0.03% 178
2023
Q2 		$140K Buy
1,109
+500
+82% +$61.1K 0.04% 163
2023
Q1 		$77.4K Sell
609
-100
-14% -$15.1K 0.02% 198
2022
Q4 		$112K Buy
709
+300
+73% +$47.2K 0.04% 154
2022
Q3 		$61K Hold
409
– – 0.02% 195
2022
Q2 		$65K Hold
409
– – 0.02% 196
2022
Q1 		$75K Hold
409
– – 0.02% 184
2021
Q4 		$82K Buy
+409
New +$83.2K 0.02% 177
2016
Q4 		– Sell
-889
Closed -$81K – 366
2016
Q3 		$81K Buy
889
+4
+0.5% +$343 0.05% 154
2016
Q2 		$73K Sell
885
-2,254
-72% -$194K 0.05% 163
2016
Q1 		$265K Buy
3,139
+2,739
+685% +$233K 0.18% 81
2015
Q4 		$38K Hold
400
– – 0.03% 241
2015
Q3 		$36K Hold
400
– – 0.02% 253
2015
Q2 		$38K Hold
400
– – 0.02% 247
2015
Q1 		$37K Hold
400
– – 0.02% 249
2014
Q4 		$36K Hold
400
– – 0.02% 261
2014
Q3 		$34K Hold
400
– – 0.02% 282
2014
Q2 		$36K Hold
400
– – 0.02% 259
2014
Q1 		$35K Hold
400
– – 0.02% 234
2013
Q4 		$31K Buy
+400
New +$30K 0.02% 253

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

Blue Bell Private Wealth Management's PNC Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its PNC Financial Services (PNC) stake by 2.6% in Q1 2026, buying an estimated $4.79K and bringing the position to 855 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #281.

Blue Bell Private Wealth Management first reported a position in PNC in Q4 2013 and has held it in 30 quarters since. The position peaked at $265K in Q1 2016. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Blue Bell Private Wealth Management held 855 shares of PNC Financial Services worth $178K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 22 PNC Financial Services shares in Q1 2026, an estimated $4.79K.
  • PNC Financial Services made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Blue Bell Private Wealth Management first reported a position in PNC Financial Services in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's PNC Financial Services position peaked at $265K in Q1 2016.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.