Canopy Partners’s PNC Financial Services PNC Stock Holding History

Canopy Partners’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	$1.74M	Sell	7,077 -26	-0.4%	-$5.82K	0.52%	39
2026 Q1	$1.48M	Sell	7,103 -163	-2%	-$35.5K	0.51%	40
2025 Q4	$1.52M	Buy	7,266 +134	+2%	+$25.9K	0.49%	41
2025 Q3	$1.43M	Sell	7,132 -77	-1%	-$15.2K	0.48%	43
2025 Q2	$1.34M	Sell	7,209 -2,987	-29%	-$506K	0.49%	43
2025 Q1	$1.79M	Sell	10,196 -16	-0.2%	-$3.02K	0.7%	32
2024 Q4	$1.97M	Buy	10,212 +3,025	+42%	+$595K	0.75%	31
2024 Q3	$1.33M	Buy	7,187 +6	+0.1%	+$1.05K	0.57%	31
2024 Q2	$1.12M	Buy	7,181 +63	+0.9%	+$9.77K	0.52%	35
2024 Q1	$1.15M	Buy	7,118 +53	+0.8%	+$7.99K	0.56%	34
2023 Q4	$1.09M	Buy	+7,065	New	+$915K	0.67%	30

Other funds holding PNC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Canopy Partners's PNC Position: Q2 2026 in Review

Canopy Partners reduced its PNC Financial Services (PNC) stake by 0.37% in Q2 2026, selling an estimated $5.82K and leaving 7,077 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #39.

Canopy Partners first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q4 2024. 595 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Canopy Partners held 7,077 shares of PNC Financial Services worth $1.74M as of Q2 2026.
Canopy Partners sold 26 PNC Financial Services shares in Q2 2026, an estimated $5.82K.
PNC Financial Services made up 0.52% of Canopy Partners's portfolio in Q2 2026, its #39 holding.
Canopy Partners first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's PNC Financial Services position peaked at $1.97M in Q4 2024.
595 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.