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Caerus Investment Advisors’s PNC Financial Services PNC Stock Holding History

Caerus Investment 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
Q1 		$441K Sell
2,118
-1,580
-43% -$344K 0.18% 109
2025
Q4 		$772K Sell
3,698
-3,309
-47% -$639K 0.25% 79
2025
Q3 		$1.41M Buy
+7,007
New +$1.39M 0.58% 21

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

Caerus Investment Advisors's PNC Position: Q1 2026 in Review

Caerus Investment Advisors reduced its PNC Financial Services (PNC) stake by 43% in Q1 2026, selling an estimated $344K and leaving 2,118 shares worth $441K. The position accounts for 0.18% of the portfolio, ranked #109.

Caerus Investment Advisors first reported a position in PNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Caerus Investment Advisors held 2,118 shares of PNC Financial Services worth $441K as of Q1 2026.
  • Caerus Investment Advisors sold 1,580 PNC Financial Services shares in Q1 2026, an estimated $344K.
  • PNC Financial Services made up 0.18% of Caerus Investment Advisors's portfolio in Q1 2026, its #109 holding.
  • Caerus Investment Advisors first reported a position in PNC Financial Services in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's PNC Financial Services position peaked at $1.41M in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.