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Blue Zone Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Blue Zone Wealth 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
Q2 		$246K Hold
1,000
– – 0.04% 115
2026
Q1 		$208K Sell
1,000
-92
-8% -$20K 0.04% 126
2025
Q4 		$228K Hold
1,092
– – 0.04% 128
2025
Q3 		$219K Hold
1,092
– – 0.04% 122
2025
Q2 		$204K Buy
+1,092
New +$185K 0.05% 105
2022
Q1 		– Sell
-1,000
Closed -$201K – 106
2021
Q4 		$201K Buy
+1,000
New +$204K 0.07% 99

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

Blue Zone Wealth Advisors's PNC Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,000 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #115.

Blue Zone Wealth Advisors first reported a position in PNC in Q4 2021 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Blue Zone Wealth Advisors held 1,000 shares of PNC Financial Services worth $246K as of Q2 2026.
  • Blue Zone Wealth Advisors left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Blue Zone Wealth Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.