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BSW Wealth Partners’s PNC Financial Services PNC Stock Holding History

BSW Wealth Partners’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 		$872K Sell
3,542
-33
-0.9% -$7.39K 0.1% 119
2026
Q1 		$744K Buy
3,575
+13
+0.4% +$2.83K 0.09% 129
2025
Q4 		$744K Buy
3,562
+43
+1% +$8.3K 0.09% 131
2025
Q3 		$707K Buy
3,519
+310
+10% +$61.3K 0.09% 131
2025
Q2 		$598K Sell
3,209
-1,007
-24% -$170K 0.08% 137
2025
Q1 		$741K Sell
4,216
-15
-0.4% -$2.83K 0.11% 107
2024
Q4 		$816K Buy
4,231
+389
+10% +$76.5K 0.12% 104
2024
Q3 		$710K Sell
3,842
-40
-1% -$7.01K 0.11% 114
2024
Q2 		$604K Buy
3,882
+252
+7% +$39.1K 0.1% 114
2024
Q1 		$587K Buy
3,630
+377
+12% +$56.8K 0.1% 121
2023
Q4 		$504K Buy
3,253
+62
+2% +$8.03K 0.1% 123
2023
Q3 		$392K Sell
3,191
-636
-17% -$80K 0.09% 134
2023
Q2 		$482K Sell
3,827
-383
-9% -$46.8K 0.1% 115
2023
Q1 		$535K Buy
4,210
+1,296
+44% +$195K 0.11% 128
2022
Q4 		$460K Sell
2,914
-860
-23% -$135K 0.1% 144
2022
Q3 		$564K Sell
3,774
-3
-0.1% -$486 0.14% 101
2022
Q2 		$596K Sell
3,777
-1
-0% -$168 0.14% 107
2022
Q1 		$697K Buy
3,778
+100
+3% +$20.2K 0.18% 94
2021
Q4 		$738K Buy
3,678
+176
+5% +$35.8K 0.19% 77
2021
Q3 		$685K Buy
3,502
+36
+1% +$6.8K 0.19% 69
2021
Q2 		$661K Buy
3,466
+288
+9% +$54.1K 0.18% 76
2021
Q1 		$557K Buy
3,178
+921
+41% +$152K 0.16% 84
2020
Q4 		$336K Sell
2,257
-750
-25% -$95.8K 0.1% 114
2020
Q3 		$330K Buy
3,007
+78
+3% +$8.39K 0.12% 97
2020
Q2 		$308K Buy
2,929
+189
+7% +$19.9K 0.1% 99
2020
Q1 		$262K Buy
2,740
+7
+0.3% +$940 0.11% 91
2019
Q4 		$436K Buy
2,733
+30
+1% +$4.5K 0.15% 67
2019
Q3 		$379K Buy
2,703
+89
+3% +$12.1K 0.15% 63
2019
Q2 		$359K Buy
2,614
+48
+2% +$6.34K 0.14% 64
2019
Q1 		$315K Buy
2,566
+16
+0.6% +$1.98K 0.12% 66
2018
Q4 		$298K Hold
2,550
– – 0.11% 69
2018
Q3 		$347K Hold
2,550
– – 0.13% 66
2018
Q2 		$345K Hold
2,550
– – 0.15% 58
2018
Q1 		$386K Sell
2,550
-36
-1% -$5.59K 0.17% 47
2017
Q4 		$373K Hold
2,586
– – 0.16% 54
2017
Q3 		$348K Hold
2,586
– – 0.15% 52
2017
Q2 		$323K Buy
+2,586
New +$312K 0.15% 52

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

BSW Wealth Partners's PNC Position: Q2 2026 in Review

BSW Wealth Partners reduced its PNC Financial Services (PNC) stake by 0.92% in Q2 2026, selling an estimated $7.39K and leaving 3,542 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #119.

BSW Wealth Partners first reported a position in PNC in Q2 2017 and has held it in 37 quarters since. 718 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • BSW Wealth Partners held 3,542 shares of PNC Financial Services worth $872K as of Q2 2026.
  • BSW Wealth Partners sold 33 PNC Financial Services shares in Q2 2026, an estimated $7.39K.
  • PNC Financial Services made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • BSW Wealth Partners first reported a position in PNC Financial Services in Q2 2017 and has held it in 37 quarters since.
  • 718 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.