Center for Financial Planning’s PNC Financial Services PNC Stock Holding History

Center for Financial Planning’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	$13.5K	Hold	55	–	–	﹤0.01%	468
2026 Q1	$11.4K	Hold	55	–	–	﹤0.01%	479
2025 Q4	$11.5K	Buy	+55	New	+$10.6K	﹤0.01%	476
2023 Q3	–	Sell	-35	Closed	-$4.41K	–	561
2023 Q2	$4.41K	Buy	+35	New	+$4.28K	﹤0.01%	451
2022 Q4	–	Sell	-250	Closed	-$37K	–	635
2022 Q3	$37K	Hold	250	–	–	0.01%	235
2022 Q2	$39K	Hold	250	–	–	0.01%	238
2022 Q1	$46K	Hold	250	–	–	0.01%	235
2021 Q4	$50K	Hold	250	–	–	0.01%	228
2021 Q3	$49K	Hold	250	–	–	0.01%	220
2021 Q2	$48K	Hold	250	–	–	0.01%	223
2021 Q1	$44K	Hold	250	–	–	0.01%	222
2020 Q4	$37K	Hold	250	–	–	0.01%	226
2020 Q3	$27K	Hold	250	–	–	0.01%	234
2020 Q2	$26K	Sell	250 -60	-19%	-$6.32K	0.01%	236
2020 Q1	$30K	Sell	310 -156	-33%	-$21K	0.01%	214
2019 Q4	$74K	Buy	+466	New	+$70K	0.02%	158

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 $3.37T AUM 44.26% 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

Center for Financial Planning's PNC Position: Q2 2026 in Review

Center for Financial Planning held its PNC Financial Services (PNC) position steady in Q2 2026 at 55 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Center for Financial Planning first reported a position in PNC in Q4 2019 and has held it in 16 quarters since. The position peaked at $74K in Q4 2019. 2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Center for Financial Planning held 55 shares of PNC Financial Services worth $13.5K as of Q2 2026.
Center for Financial Planning left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #468 holding.
Center for Financial Planning first reported a position in PNC Financial Services in Q4 2019 and has held it in 16 quarters since.
Center for Financial Planning's PNC Financial Services position peaked at $74K in Q4 2019.
2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.