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

Capital Performance Advisors’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 		$822K Sell
3,951
-365
-8% -$79.5K 0.06% 152
2025
Q4 		$901K Buy
4,316
+949
+28% +$183K 0.06% 128
2025
Q3 		$677K Buy
3,367
+526
+19% +$104K 0.11% 95
2025
Q2 		$530K Buy
+2,841
New +$481K 0.1% 103
2024
Q4 		– Sell
-275
Closed -$50.8K – 2006
2024
Q3 		$50.8K Buy
+275
New +$48.2K 0.02% 345

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Performance Advisors's PNC Position: Q1 2026 in Review

Capital Performance Advisors reduced its PNC Financial Services (PNC) stake by 8.5% in Q1 2026, selling an estimated $79.5K and leaving 3,951 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #152.

Capital Performance Advisors first reported a position in PNC in Q3 2024 and has held it in 5 quarters since. The position peaked at $901K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Capital Performance Advisors held 3,951 shares of PNC Financial Services worth $822K as of Q1 2026.
  • Capital Performance Advisors sold 365 PNC Financial Services shares in Q1 2026, an estimated $79.5K.
  • PNC Financial Services made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #152 holding.
  • Capital Performance Advisors first reported a position in PNC Financial Services in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's PNC Financial Services position peaked at $901K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.