Boston Family Office’s PNC Financial Services PNC Stock Holding History

Boston Family Office’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	$573K	Sell	2,755 -490	-15%	-$107K	0.04%	211
2025 Q4	$677K	Sell	3,245 -25	-0.8%	-$4.83K	0.04%	189
2025 Q3	$657K	Hold	3,270	–	–	0.04%	192
2025 Q2	$610K	Hold	3,270	–	–	0.04%	192
2025 Q1	$575K	Sell	3,270 -230	-7%	-$43.4K	0.04%	188
2024 Q4	$675K	Hold	3,500	–	–	0.05%	176
2024 Q3	$647K	Hold	3,500	–	–	0.04%	181
2024 Q2	$544K	Hold	3,500	–	–	0.04%	188
2024 Q1	$566K	Hold	3,500	–	–	0.04%	183
2023 Q4	$542K	Hold	3,500	–	–	0.04%	184
2023 Q3	$430K	Sell	3,500 -909	-21%	-$114K	0.04%	198
2023 Q2	$556K	Hold	4,409	–	–	0.04%	181
2023 Q1	$560K	Hold	4,409	–	–	0.04%	182
2022 Q4	$696K	Sell	4,409 -1,470	-25%	-$231K	0.06%	174
2022 Q3	$878K	Hold	5,879	–	–	0.08%	157
2022 Q2	$928K	Buy	5,879 +1,294	+28%	+$217K	0.08%	150
2022 Q1	$846K	Buy	4,585 +460	+11%	+$93K	0.06%	165
2021 Q4	$827K	Buy	4,125 +275	+7%	+$56K	0.05%	174
2021 Q3	$753K	Hold	3,850	–	–	0.05%	174
2021 Q2	$734K	Hold	3,850	–	–	0.05%	178
2021 Q1	$675K	Hold	3,850	–	–	0.05%	183
2020 Q4	$574K	Hold	3,850	–	–	0.04%	187
2020 Q3	$423K	Hold	3,850	–	–	0.04%	189
2020 Q2	$405K	Sell	3,850 -500	-11%	-$52.7K	0.04%	190
2020 Q1	$416K	Hold	4,350	–	–	0.05%	182
2019 Q4	$694K	Hold	4,350	–	–	0.07%	166
2019 Q3	$610K	Hold	4,350	–	–	0.06%	173
2019 Q2	$597K	Hold	4,350	–	–	0.06%	177
2019 Q1	$534K	Sell	4,350 -20	-0.5%	-$2.48K	0.06%	185
2018 Q4	$511K	Hold	4,370	–	–	0.06%	182
2018 Q3	$595K	Hold	4,370	–	–	0.06%	185
2018 Q2	$590K	Hold	4,370	–	–	0.07%	181
2018 Q1	$661K	Hold	4,370	–	–	0.08%	176
2017 Q4	$631K	Hold	4,370	–	–	0.07%	180
2017 Q3	$589K	Hold	4,370	–	–	0.07%	183
2017 Q2	$546K	Hold	4,370	–	–	0.06%	188
2017 Q1	$525K	Sell	4,370 -15	-0.3%	-$1.84K	0.06%	185
2016 Q4	$513K	Sell	4,385 -10	-0.2%	-$1.04K	0.07%	186
2016 Q3	$396K	Hold	4,395	–	–	0.05%	197
2016 Q2	$358K	Sell	4,395 -150	-3%	-$12.9K	0.05%	206
2016 Q1	$384K	Sell	4,545 -132	-3%	-$11.2K	0.05%	199
2015 Q4	$446K	Buy	4,677 +97	+2%	+$9.01K	0.06%	181
2015 Q3	$409K	Hold	4,580	–	–	0.06%	189
2015 Q2	$438K	Hold	4,580	–	–	0.06%	202
2015 Q1	$427K	Sell	4,580 -10	-0.2%	-$903	0.05%	208
2014 Q4	$419K	Hold	4,590	–	–	0.05%	209
2014 Q3	$393K	Hold	4,590	–	–	0.05%	213
2014 Q2	$409K	Sell	4,590 -10	-0.2%	-$854	0.05%	215
2014 Q1	$400K	Sell	4,600 -150	-3%	-$12.2K	0.05%	212
2013 Q4	$369K	Hold	4,750	–	–	0.05%	212
2013 Q3	$344K	Sell	4,750 -25	-0.5%	-$1.87K	0.05%	220
2013 Q2	$348K	Buy	+4,775	New	+$331K	0.05%	203

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

Boston Family Office's PNC Position: Q1 2026 in Review

Boston Family Office reduced its PNC Financial Services (PNC) stake by 15% in Q1 2026, selling an estimated $107K and leaving 2,755 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #211.

Boston Family Office first reported a position in PNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $928K in Q2 2022. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Boston Family Office held 2,755 shares of PNC Financial Services worth $573K as of Q1 2026.
Boston Family Office sold 490 PNC Financial Services shares in Q1 2026, an estimated $107K.
PNC Financial Services made up 0.04% of Boston Family Office's portfolio in Q1 2026, its #211 holding.
Boston Family Office first reported a position in PNC Financial Services in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's PNC Financial Services position peaked at $928K in Q2 2022.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.