Calton & Associates’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $774K | Sell |
3,718
-159
| -4% | -$34.6K | 0.11% | 175 |
|
|
2025
Q4 | $809K | Sell |
3,877
-51
| -1% | -$9.84K | 0.12% | 169 |
|
|
2025
Q3 | $789K | Sell |
3,928
-195
| -5% | -$38.6K | 0.12% | 165 |
|
|
2025
Q2 | $769K | Buy |
4,123
+457
| +12% | +$77.3K | 0.13% | 150 |
|
|
2025
Q1 | $644K | Buy |
3,666
+66
| +2% | +$12.5K | 0.15% | 133 |
|
|
2024
Q4 | $694K | Sell |
3,600
-150
| -4% | -$29.5K | 0.31% | 82 |
|
|
2024
Q3 | $693K | Sell |
3,750
-950
| -20% | -$167K | 0.26% | 89 |
|
|
2024
Q2 | $731K | Hold |
4,700
| – | – | 0.37% | 69 |
|
|
2024
Q1 | $760K | Sell |
4,700
-200
| -4% | -$30.1K | 0.37% | 66 |
|
|
2023
Q4 | $759K | Buy |
+4,900
| New | +$634K | 0.31% | 78 |
|
|
2023
Q3 | – | Sell |
-8,996
| Closed | -$1.13M | – | 218 |
|
|
2023
Q2 | $1.13M | Buy |
8,996
+377
| +4% | +$46.1K | 0.53% | 51 |
|
|
2023
Q1 | $1.1M | Buy |
8,619
+4,595
| +114% | +$693K | 0.51% | 56 |
|
|
2022
Q4 | $636K | Buy |
4,024
+300
| +8% | +$47.2K | 0.25% | 105 |
|
|
2022
Q3 | $556K | Hold |
3,724
| – | – | 0.32% | 80 |
|
|
2022
Q2 | $587K | Sell |
3,724
-218
| -6% | -$36.5K | 0.33% | 81 |
|
|
2022
Q1 | $727K | Sell |
3,942
-111
| -3% | -$22.4K | 0.22% | 124 |
|
|
2021
Q4 | $812K | Buy |
4,053
+6
| +0.1% | +$1.22K | 0.22% | 125 |
|
|
2021
Q3 | $791K | Sell |
4,047
-138
| -3% | -$26.1K | 0.17% | 146 |
|
|
2021
Q2 | $799K | Sell |
4,185
-136
| -3% | -$25.5K | 0.15% | 150 |
|
|
2021
Q1 | $758K | Sell |
4,321
-187
| -4% | -$30.8K | 0.15% | 136 |
|
|
2020
Q4 | $672K | Sell |
4,508
-1,637
| -27% | -$209K | 0.12% | 145 |
|
|
2020
Q3 | $675K | Sell |
6,145
-121
| -2% | -$13K | 0.14% | 124 |
|
|
2020
Q2 | $659K | Buy |
+6,266
| New | +$660K | 0.14% | 118 |
|
|
2020
Q1 | – | Sell |
-2,028
| Closed | -$324K | – | 362 |
|
|
2019
Q4 | $324K | Sell |
2,028
-577
| -22% | -$86.6K | 0.07% | 238 |
|
|
2019
Q3 | $365K | Buy |
2,605
+463
| +22% | +$62.8K | 0.08% | 204 |
|
|
2019
Q2 | $294K | Sell |
2,142
-109
| -5% | -$14.4K | 0.08% | 197 |
|
|
2019
Q1 | $276K | Buy |
2,251
+118
| +6% | +$14.6K | 0.08% | 201 |
|
|
2018
Q4 | $249K | Buy |
+2,133
| New | +$272K | 0.09% | 191 |
|
|
2018
Q2 | – | Sell |
-3,316
| Closed | -$502K | – | 372 |
|
|
2018
Q1 | $502K | Sell |
3,316
-1
| -0% | -$155 | 0.15% | 154 |
|
|
2017
Q4 | $516K | Buy |
+3,317
| New | +$458K | 0.13% | 150 |
|
Other funds holding PNC
VCM
VPM
Calton & Associates's PNC Position: Q1 2026 in Review
Calton & Associates reduced its PNC Financial Services (PNC) stake by 4.1% in Q1 2026, selling an estimated $34.6K and leaving 3,718 shares worth $774K. The position accounts for 0.11% of the portfolio, ranked #175.
Calton & Associates first reported a position in PNC in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.13M in Q2 2023. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.
- Calton & Associates held 3,718 shares of PNC Financial Services worth $774K as of Q1 2026.
- Calton & Associates sold 159 PNC Financial Services shares in Q1 2026, an estimated $34.6K.
- PNC Financial Services made up 0.11% of Calton & Associates's portfolio in Q1 2026, its #175 holding.
- Calton & Associates first reported a position in PNC Financial Services in Q4 2017 and has held it in 30 quarters since.
- Calton & Associates's PNC Financial Services position peaked at $1.13M in Q2 2023.
- 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.