Capital & Planning LLC’s PNC Financial Services PNC Stock Holding History

Capital & Planning LLC’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	$394K	Hold	1,600	–	–	0.2%	41
2026 Q1	$333K	Hold	1,600	–	–	0.2%	35
2025 Q4	$334K	Hold	1,600	–	–	1.55%	7
2025 Q3	$321K	Hold	1,600	–	–	0.2%	34
2025 Q2	$298K	Hold	1,600	–	–	0.2%	36
2025 Q1	$281K	Hold	1,600	–	–	0.21%	31
2024 Q4	$309K	Buy	+1,600	New	+$315K	0.23%	30

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital & Planning LLC's PNC Position: Q2 2026 in Review

Capital & Planning LLC held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,600 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #41.

Capital & Planning LLC first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Capital & Planning LLC held 1,600 shares of PNC Financial Services worth $394K as of Q2 2026.
Capital & Planning LLC left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.2% of Capital & Planning LLC's portfolio in Q2 2026, its #41 holding.
Capital & Planning LLC first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.