Callan Family Office’s PNC Financial Services PNC Stock Holding History

Callan Family Office’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	$2.82M	Sell	13,555 -677	-5%	-$147K	0.06%	281
2025 Q4	$2.97M	Buy	14,232 +5,858	+70%	+$1.13M	0.06%	267
2025 Q3	$1.68M	Buy	8,374 +261	+3%	+$51.6K	0.05%	286
2025 Q2	$1.51M	Buy	8,113 +4,411	+119%	+$746K	0.05%	312
2025 Q1	$651K	Sell	3,702 -1,194	-24%	-$225K	0.05%	278
2024 Q4	$944K	Buy	+4,896	New	+$962K	0.06%	263
2023 Q3	–	Sell	-2,990	Closed	-$377K	–	109
2023 Q2	$377K	Sell	2,990 -24	-0.8%	-$2.93K	0.1%	75
2023 Q1	$383K	Sell	3,014 -556	-16%	-$83.8K	0.09%	113
2022 Q4	$564K	Buy	+3,570	New	+$562K	0.18%	57

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Callan Family Office's PNC Position: Q1 2026 in Review

Callan Family Office reduced its PNC Financial Services (PNC) stake by 4.8% in Q1 2026, selling an estimated $147K and leaving 13,555 shares worth $2.82M. The position accounts for 0.06% of the portfolio, ranked #281.

Callan Family Office first reported a position in PNC in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.97M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Callan Family Office held 13,555 shares of PNC Financial Services worth $2.82M as of Q1 2026.
Callan Family Office sold 677 PNC Financial Services shares in Q1 2026, an estimated $147K.
PNC Financial Services made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #281 holding.
Callan Family Office first reported a position in PNC Financial Services in Q4 2022 and has held it in 9 quarters since.
Callan Family Office's PNC Financial Services position peaked at $2.97M in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.