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Calamos Wealth Management’s PNC Financial Services PNC Stock Holding History

Calamos Wealth Management’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 		$265K Buy
1,273
+61
+5% +$13.3K 0.01% 464
2025
Q4 		$253K Buy
1,212
+56
+5% +$10.8K 0.01% 395
2025
Q3 		$232K Buy
1,156
+81
+8% +$16K 0.01% 383
2025
Q2 		$200K Buy
+1,075
New +$182K 0.01% 326
2023
Q2 		– Sell
-1,786
Closed -$227K – 317
2023
Q1 		$227K Sell
1,786
-80
-4% -$12.1K 0.02% 285
2022
Q4 		$295K Buy
1,866
+46
+3% +$7.24K 0.02% 263
2022
Q3 		$272K Buy
1,820
+64
+4% +$10.4K 0.02% 261
2022
Q2 		$277K Sell
1,756
-61
-3% -$10.2K 0.02% 270
2022
Q1 		$335K Buy
1,817
+646
+55% +$131K 0.03% 270
2021
Q4 		$235K Buy
1,171
+77
+7% +$15.7K 0.02% 305
2021
Q3 		$214K Hold
1,094
– – 0.02% 302
2021
Q2 		$209K Buy
+1,094
New +$205K 0.02% 307
2019
Q1 		– Sell
-3,793
Closed -$443K – 237
2018
Q4 		$443K Sell
3,793
-31,054
-89% -$3.96M 0.07% 162
2018
Q3 		$4.75M Sell
34,847
-2,887
-8% -$410K 0.59% 52
2018
Q2 		$5.1M Sell
37,734
-1,345
-3% -$196K 0.64% 55
2018
Q1 		$5.91M Sell
39,079
-1,932
-5% -$300K 0.74% 51
2017
Q4 		$5.92M Buy
41,011
+10,714
+35% +$1.48M 0.77% 42
2017
Q3 		$4.08M Buy
30,297
+9,578
+46% +$1.23M 0.57% 60
2017
Q2 		$2.59M Buy
20,719
+640
+3% +$77.2K 0.37% 79
2017
Q1 		$2.41M Buy
+20,079
New +$2.46M 0.36% 83
2014
Q4 		– Sell
-11,715
Closed -$1M – 222
2014
Q3 		$1M Buy
+11,715
New +$996K 0.29% 118

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

Calamos Wealth Management's PNC Position: Q1 2026 in Review

Calamos Wealth Management increased its PNC Financial Services (PNC) stake by 5% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,273 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #464.

Calamos Wealth Management first reported a position in PNC in Q3 2014 and has held it in 21 quarters since. The position peaked at $5.92M in Q4 2017. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Calamos Wealth Management held 1,273 shares of PNC Financial Services worth $265K as of Q1 2026.
  • Calamos Wealth Management bought 61 PNC Financial Services shares in Q1 2026, an estimated $13.3K.
  • PNC Financial Services made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #464 holding.
  • Calamos Wealth Management first reported a position in PNC Financial Services in Q3 2014 and has held it in 21 quarters since.
  • Calamos Wealth Management's PNC Financial Services position peaked at $5.92M in Q4 2017.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.