CBIZ Investment Advisory Services’s PNC Financial Services PNC Stock Holding History

CBIZ Investment Advisory Services’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	$62K	Sell	298 -172	-37%	-$37.4K	﹤0.01%	79
2025 Q4	$98.1K	Buy	470 +307	+188%	+$59.3K	﹤0.01%	87
2025 Q3	$32.8K	Sell	163 -2	-1%	-$396	﹤0.01%	181
2025 Q2	$30.8K	Buy	165 +138	+511%	+$23.4K	﹤0.01%	189
2025 Q1	$4.75K	Buy	+27	New	+$5.1K	﹤0.01%	403
2020 Q1	–	Hold	0	–	–	–	191
2019 Q4	–	Hold	0	–	–	–	127

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CBIZ Investment Advisory Services's PNC Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its PNC Financial Services (PNC) stake by 37% in Q1 2026, selling an estimated $37.4K and leaving 298 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

CBIZ Investment Advisory Services first reported a position in PNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $98.1K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

CBIZ Investment Advisory Services held 298 shares of PNC Financial Services worth $62K as of Q1 2026.
CBIZ Investment Advisory Services sold 172 PNC Financial Services shares in Q1 2026, an estimated $37.4K.
PNC Financial Services made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #79 holding.
CBIZ Investment Advisory Services first reported a position in PNC Financial Services in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's PNC Financial Services position peaked at $98.1K in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.