Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PNC Financial Services PNC Stock Holding History

Carson Wealth (CWM 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 		$36.3M Buy
174,338
+61,126
+54% +$13.3M 0.1% 200
2025
Q4 		$23.6M Sell
113,212
-15,717
-12% -$3.03M 0.06% 274
2025
Q3 		$25.9M Buy
128,929
+55,258
+75% +$10.9M 0.08% 217
2025
Q2 		$13.7M Buy
73,671
+49,995
+211% +$8.46M 0.05% 315
2025
Q1 		$4.16M Buy
23,676
+7,931
+50% +$1.5M 0.02% 581
2024
Q4 		$3.04M Buy
15,745
+2,637
+20% +$518K 0.01% 620
2024
Q3 		$2.42M Buy
13,108
+1,681
+15% +$295K 0.01% 642
2024
Q2 		$1.78M Buy
11,427
+207
+2% +$32.1K 0.01% 675
2024
Q1 		$1.81M Sell
11,220
-1,187
-10% -$179K 0.01% 652
2023
Q4 		$1.92M Sell
12,407
-286
-2% -$37K 0.01% 583
2023
Q3 		$1.56M Buy
12,693
+194
+2% +$24.4K 0.01% 606
2023
Q2 		$1.57M Buy
12,499
+1,237
+11% +$151K 0.01% 575
2023
Q1 		$1.43M Sell
11,262
-1,234
-10% -$186K 0.01% 553
2022
Q4 		$1.97M Sell
12,496
-2,703
-18% -$425K 0.01% 450
2022
Q3 		$2.27M Buy
15,199
+3,429
+29% +$555K 0.02% 401
2022
Q2 		$1.86M Buy
11,770
+4,995
+74% +$837K 0.01% 421
2022
Q1 		$1.25M Buy
6,775
+874
+15% +$177K 0.01% 508
2021
Q4 		$1.18M Buy
+5,901
New +$1.2M 0.01% 548
2021
Q2 		$945K Hold
4,953
– – 0.01% 568
2021
Q1 		$945K Hold
4,953
– – 0.01% 568
2020
Q4 		$945K Hold
4,953
– – 0.01% 568
2020
Q3 		$945K Hold
4,953
– – 0.01% 568
2020
Q2 		$945K Hold
4,953
– – 0.01% 568
2020
Q1 		$945K Hold
4,953
– – 0.01% 568
2019
Q4 		$945K Hold
4,953
– – 0.01% 568
2019
Q3 		$945K Hold
4,953
– – 0.01% 568
2019
Q2 		$945K Hold
4,953
– – 0.01% 568
2019
Q1 		$945K Buy
4,953
+3,736
+307% +$463K 0.01% 568
2018
Q4 		$142K Sell
1,217
-285
-19% -$36.4K ﹤0.01% 666
2018
Q3 		$205K Buy
1,502
+145
+11% +$20.6K 0.01% 513
2018
Q2 		$183K Buy
1,357
+19
+1% +$2.77K 0.01% 433
2018
Q1 		$202K Buy
1,338
+21
+2% +$3.26K 0.01% 360
2017
Q4 		$190K Sell
1,317
-36
-3% -$4.97K 0.01% 351
2017
Q3 		$182K Buy
1,353
+311
+30% +$39.9K 0.01% 338
2017
Q2 		$130K Hold
1,042
– – 0.01% 358
2017
Q1 		$125K Sell
1,042
-314
-23% -$38.5K 0.01% 342
2016
Q4 		$159K Buy
1,356
+1,084
+399% +$113K 0.01% 295
2016
Q3 		$25K Buy
272
+72
+36% +$6.18K ﹤0.01% 521
2016
Q2 		$16K Hold
200
– – ﹤0.01% 492
2016
Q1 		$17K Sell
200
-34
-15% -$2.9K ﹤0.01% 465
2015
Q4 		$22K Buy
234
+34
+17% +$3.16K ﹤0.01% 390
2015
Q3 		$18K Buy
+200
New +$18.8K ﹤0.01% 378
2014
Q1 		– Sell
-1,954
Closed -$152K – 404
2013
Q4 		$152K Buy
1,954
+454
+30% +$34K 0.02% 172
2013
Q3 		$109K Buy
+1,500
New +$112K 0.03% 148

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

Carson Wealth (CWM LLC)'s PNC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PNC Financial Services (PNC) stake by 54% in Q1 2026, buying an estimated $13.3M and bringing the position to 174,338 shares worth $36.3M. The position accounts for 0.1% of the portfolio, ranked #200.

Carson Wealth (CWM LLC) first reported a position in PNC in Q3 2013 and has held it in 44 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 174,338 shares of PNC Financial Services worth $36.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61,126 PNC Financial Services shares in Q1 2026, an estimated $13.3M.
  • PNC Financial Services made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #200 holding.
  • Carson Wealth (CWM LLC) first reported a position in PNC Financial Services in Q3 2013 and has held it in 44 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.