Capital Advisors Ltd’s PNC Financial Services PNC Stock Holding History

Capital Advisors Ltd’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	$140K	Buy	569 +2	+0.4%	+$448	0.01%	348
2026 Q1	$118K	Hold	567	–	–	0.01%	355
2025 Q4	$118K	Sell	567 -80	-12%	-$15.4K	0.01%	344
2025 Q3	$130K	Hold	647	–	–	0.01%	333
2025 Q2	$121K	Buy	647 +92	+17%	+$15.6K	0.01%	329
2025 Q1	$98K	Sell	555 -5	-0.9%	-$944	0.01%	344
2024 Q4	$108K	Buy	560 +4	+0.7%	+$786	0.01%	334
2024 Q3	$103K	Buy	556 +1	+0.2%	+$175	0.01%	341
2024 Q2	$86K	Buy	555 +7	+1%	+$1.08K	0.01%	354
2024 Q1	$89K	Buy	548 +5	+0.9%	+$754	0.01%	351
2023 Q4	$84K	Sell	543 -22	-4%	-$2.85K	0.01%	350
2023 Q3	$69K	Sell	565 -38	-6%	-$4.78K	0.01%	370
2023 Q2	$76K	Buy	603 +339	+128%	+$41.4K	0.01%	370
2023 Q1	$34K	Sell	264 -257	-49%	-$38.8K	0.01%	409
2022 Q4	$42K	Buy	521 +227	+77%	+$35.7K	0.01%	392
2022 Q3	$44K	Buy	294 +17	+6%	+$2.75K	0.01%	374
2022 Q2	$44K	Buy	277 +19	+7%	+$3.19K	0.01%	366
2022 Q1	$48K	Sell	258 -5	-2%	-$1.01K	0.01%	373
2021 Q4	$53K	Buy	263 +100	+61%	+$20.4K	0.01%	351
2021 Q3	$32K	Hold	163	–	–	0.01%	355
2021 Q2	$31K	Hold	163	–	–	0.01%	343
2021 Q1	$29K	Hold	163	–	–	0.01%	328
2020 Q4	$24K	Hold	163	–	–	0.01%	331
2020 Q3	$18K	Hold	163	–	–	﹤0.01%	341
2020 Q2	$17K	Hold	163	–	–	﹤0.01%	335
2020 Q1	$16K	Buy	163 +5	+3%	+$672	0.01%	329
2019 Q4	$25K	Hold	158	–	–	0.01%	294
2019 Q3	$22K	Hold	158	–	–	0.01%	298
2019 Q2	$22K	Hold	158	–	–	0.01%	329
2019 Q1	$19K	Hold	158	–	–	0.01%	335
2018 Q4	$18K	Hold	158	–	–	0.01%	344
2018 Q3	$22K	Hold	158	–	–	0.01%	353
2018 Q2	$21K	Hold	158	–	–	0.01%	281
2018 Q1	$24K	Hold	158	–	–	0.01%	267
2017 Q4	$23K	Hold	158	–	–	0.01%	269
2017 Q3	$21K	Hold	158	–	–	0.01%	280
2017 Q2	$20K	Hold	158	–	–	0.01%	285
2017 Q1	$19K	Hold	158	–	–	0.01%	266
2016 Q4	$18K	Hold	158	–	–	0.01%	260
2016 Q3	$14K	Hold	158	–	–	0.01%	273
2016 Q2	$13K	Hold	158	–	–	0.01%	260
2016 Q1	$13K	Hold	158	–	–	0.01%	256
2015 Q4	$15K	Hold	158	–	–	0.01%	240
2015 Q3	$14K	Hold	158	–	–	0.01%	239
2015 Q2	$15K	Buy	158 +80	+103%	+$7.57K	0.01%	264
2015 Q1	$7K	Hold	78	–	–	﹤0.01%	285
2014 Q4	$7K	Hold	78	–	–	﹤0.01%	274
2014 Q3	$6K	Hold	78	–	–	﹤0.01%	278
2014 Q2	$7K	Hold	78	–	–	﹤0.01%	284
2014 Q1	$7K	Hold	78	–	–	﹤0.01%	292
2013 Q4	$6K	Buy	+78	New	+$5.85K	﹤0.01%	262

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

Capital Advisors Ltd's PNC Position: Q2 2026 in Review

Capital Advisors Ltd increased its PNC Financial Services (PNC) stake by 0.35% in Q2 2026, buying an estimated $448 and bringing the position to 569 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #348.

Capital Advisors Ltd first reported a position in PNC in Q4 2013 and has held it in 51 quarters since. 659 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Capital Advisors Ltd held 569 shares of PNC Financial Services worth $140K as of Q2 2026.
Capital Advisors Ltd bought 2 PNC Financial Services shares in Q2 2026, an estimated $448.
PNC Financial Services made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #348 holding.
Capital Advisors Ltd first reported a position in PNC Financial Services in Q4 2013 and has held it in 51 quarters since.
659 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.