CPL
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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital & Planning LLC's PNC Position: Q1 2026 in Review

Capital & Planning LLC held its PNC Financial Services (PNC) position steady in Q1 2026 at 1,600 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #35.

Capital & Planning LLC first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $334K in Q4 2025. 1,924 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Capital & Planning LLC held 1,600 shares of PNC Financial Services worth $333K as of Q1 2026.
  • Capital & Planning LLC left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.2% of Capital & Planning LLC's portfolio in Q1 2026, its #35 holding.
  • Capital & Planning LLC first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Capital & Planning LLC's PNC Financial Services position peaked at $334K in Q4 2025.
  • 1,924 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.