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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
Q2 		$575K Buy
2,337
+219
+10% +$49K 0.19% 97
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caerus Investment Advisors's PNC Position: Q2 2026 in Review

Caerus Investment Advisors increased its PNC Financial Services (PNC) stake by 10% in Q2 2026, buying an estimated $49K and bringing the position to 2,337 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #97.

Caerus Investment Advisors first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2025. 2,036 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Caerus Investment Advisors held 2,337 shares of PNC Financial Services worth $575K as of Q2 2026.
  • Caerus Investment Advisors bought 219 PNC Financial Services shares in Q2 2026, an estimated $49K.
  • PNC Financial Services made up 0.19% of Caerus Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Caerus Investment Advisors first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's PNC Financial Services position peaked at $1.41M in Q3 2025.
  • 2,036 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.