Caldwell Sutter Capital
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Caldwell Sutter Capital’s PNC Financial Services PNC Stock Holding History

Caldwell Sutter Capital’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
Q3 		$235K Sell
1,056
-28
-3% -$6.86K 0.09% 200
2026
Q2 		$267K Sell
1,084
-116
-10% -$26K 0.1% 188
2026
Q1 		$250K Sell
1,200
-49
-4% -$10.7K 0.1% 190
2025
Q4 		$261K Sell
1,249
-75
-6% -$14.5K 0.11% 179
2025
Q3 		$266K Sell
1,324
-110
-8% -$21.8K 0.11% 170
2025
Q2 		$267K Sell
1,434
-10
-0.7% -$1.69K 0.12% 166
2025
Q1 		$254K Sell
1,444
-102
-7% -$19.3K 0.12% 169
2024
Q4 		$298K Sell
1,546
-43
-3% -$8.45K 0.14% 157
2024
Q3 		$294K Sell
1,589
-39
-2% -$6.84K 0.14% 154
2024
Q2 		$253K Buy
1,628
+29
+2% +$4.5K 0.13% 170
2024
Q1 		$258K Sell
1,599
-32
-2% -$4.82K 0.12% 162
2023
Q4 		$253K Buy
1,631
+213
+15% +$27.6K 0.13% 157
2023
Q3 		$174K Buy
1,418
+175
+14% +$22K 0.1% 191
2023
Q2 		$157K Buy
1,243
+629
+102% +$76.9K 0.08% 207
2023
Q1 		$78K Buy
+614
New +$92.6K 0.06% 209

Other funds holding PNC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Caldwell Sutter Capital's PNC Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its PNC Financial Services (PNC) stake by 2.6% in Q3 2026, selling an estimated $6.86K and leaving 1,056 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #200.

Caldwell Sutter Capital first reported a position in PNC in Q1 2023 and has held it in 15 quarters since. The position peaked at $298K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Caldwell Sutter Capital held 1,056 shares of PNC Financial Services worth $235K as of Q3 2026.
  • Caldwell Sutter Capital sold 28 PNC Financial Services shares in Q3 2026, an estimated $6.86K.
  • PNC Financial Services made up 0.09% of Caldwell Sutter Capital's portfolio in Q3 2026, its #200 holding.
  • Caldwell Sutter Capital first reported a position in PNC Financial Services in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's PNC Financial Services position peaked at $298K in Q4 2024.
  • 1,273 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.