Cape Investment Advisory’s PNC Financial Services PNC Stock Holding History

Cape Investment Advisory’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	$50.5K	Buy	+205	New	+$45.9K	0.01%	498
2026 Q1	–	Sell	-172	Closed	-$32K	–	924
2025 Q4	$32K	Buy	172 +147	+588%	+$28.4K	0.01%	513
2025 Q3	$5.02K	Sell	25 -128	-84%	-$25.3K	﹤0.01%	518
2025 Q2	$28.5K	Hold	153	–	–	0.01%	455
2025 Q1	$26.9K	Sell	153 -1	-0.6%	-$189	0.01%	428
2024 Q4	$29.7K	Buy	154 +7	+5%	+$1.38K	0.01%	419
2024 Q3	$27.2K	Hold	147	–	–	0.01%	409
2024 Q2	$22.9K	Hold	147	–	–	0.01%	408
2024 Q1	$23.8K	Hold	147	–	–	0.01%	416
2023 Q4	$22.8K	Hold	147	–	–	0.01%	508
2023 Q3	$18K	Hold	147	–	–	0.01%	456
2023 Q2	$18.5K	Hold	147	–	–	0.01%	451
2023 Q1	$18.7K	Buy	+147	New	+$22.2K	0.01%	431

Other funds holding PNC

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

Cape Investment Advisory's PNC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in PNC Financial Services (PNC) in Q2 2026: 205 shares worth $50.5K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PNC as recently as Q4 2025.

Cape Investment Advisory first reported a position in PNC in Q1 2023 and has held it in 13 quarters since. 634 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Cape Investment Advisory held 205 shares of PNC Financial Services worth $50.5K as of Q2 2026.
PNC Financial Services was a new Cape Investment Advisory position in Q2 2026.
PNC Financial Services made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #498 holding.
Cape Investment Advisory first reported a position in PNC Financial Services in Q1 2023 and has held it in 13 quarters since.
634 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.