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Cary Street Partners Investment Advisory’s PNC Financial Services PNC Stock Holding History

Cary Street Partners Investment Advisory’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 		$514K Buy
2,089
+162
+8% +$36.3K 0.1% 197
2026
Q1 		$401K Buy
1,927
+280
+17% +$61K 0.1% 219
2025
Q4 		$344K Sell
1,647
-28
-2% -$5.41K 0.09% 218
2025
Q3 		$337K Buy
1,675
+399
+31% +$78.9K 0.14% 165
2025
Q2 		$238K Buy
1,276
+17
+1% +$2.88K 0.12% 197
2025
Q1 		$221K Buy
1,259
+307
+32% +$58K 0.13% 196
2024
Q4 		$184K Sell
952
-9,563
-91% -$1.88M 0.12% 192
2024
Q3 		$1.94M Sell
10,515
-433
-4% -$75.9K 0.07% 275
2024
Q2 		$1.7M Buy
10,948
+246
+2% +$38.1K 0.07% 277
2024
Q1 		$1.73M Sell
10,702
-130
-1% -$19.6K 0.07% 266
2023
Q4 		$1.68M Sell
10,832
-834
-7% -$108K 0.08% 248
2023
Q3 		$1.43M Buy
11,666
+5,937
+104% +$747K 0.08% 257
2023
Q2 		$722K Buy
5,729
+3,118
+119% +$381K 0.05% 312
2023
Q1 		$332K Sell
2,611
-81
-3% -$12.2K 0.02% 391
2022
Q4 		$425K Sell
2,692
-39
-1% -$6.14K 0.03% 354
2022
Q3 		$408K Buy
2,731
+1,691
+163% +$274K 0.03% 347
2022
Q2 		$164K Sell
1,040
-87
-8% -$14.6K 0.01% 450
2022
Q1 		$208K Buy
+1,127
New +$228K 0.06% 258
2021
Q3 		– Sell
-276
Closed -$53K – 291
2021
Q2 		$53K Buy
276
+67
+32% +$12.6K 0.02% 288
2021
Q1 		$37K Sell
209
-23,534
-99% -$3.88M 0.02% 276
2020
Q4 		$3.54M Buy
23,743
+4,744
+25% +$606K 0.68% 31
2020
Q3 		$2.09M Buy
+18,999
New +$2.04M 0.44% 66

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's PNC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its PNC Financial Services (PNC) stake by 8.4% in Q2 2026, buying an estimated $36.3K and bringing the position to 2,089 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #197.

Cary Street Partners Investment Advisory first reported a position in PNC in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.54M in Q4 2020. 1,399 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,089 shares of PNC Financial Services worth $514K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 162 PNC Financial Services shares in Q2 2026, an estimated $36.3K.
  • PNC Financial Services made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #197 holding.
  • Cary Street Partners Investment Advisory first reported a position in PNC Financial Services in Q3 2020 and has held it in 22 quarters since.
  • Cary Street Partners Investment Advisory's PNC Financial Services position peaked at $3.54M in Q4 2020.
  • 1,399 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.