Clifford Swan Investment Counsel’s PNC Financial Services PNC Stock Holding History

Clifford Swan Investment Counsel’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	$201K	Buy	+818	New	+$183K	0.01%	333
2025 Q4	–	Sell	-1,238	Closed	-$249K	–	332
2025 Q3	$249K	Buy	1,238 +47	+4%	+$9.3K	0.01%	298
2025 Q2	$222K	Buy	1,191 +1	+0.1%	+$169	0.01%	300
2025 Q1	$209K	Buy	1,190 +9	+0.8%	+$1.7K	0.01%	301
2024 Q4	$228K	Sell	1,181 -18	-2%	-$3.54K	0.01%	291
2024 Q3	$222K	Buy	+1,199	New	+$210K	0.01%	302
2023 Q1	–	Sell	-1,323	Closed	-$209K	–	304
2022 Q4	$209K	Sell	1,323 -32	-2%	-$5.04K	0.01%	293
2022 Q3	$202K	Sell	1,355 -89	-6%	-$14.4K	0.01%	304
2022 Q2	$228K	Buy	1,444 +81	+6%	+$13.6K	0.01%	304
2022 Q1	$251K	Sell	1,363 -36	-3%	-$7.28K	0.01%	301
2021 Q4	$281K	Sell	1,399 -43	-3%	-$8.75K	0.01%	294
2021 Q3	$304K	Hold	1,442	–	–	0.01%	279
2021 Q2	$267K	Hold	1,442	–	–	0.01%	290
2021 Q1	$253K	Hold	1,442	–	–	0.01%	295
2020 Q4	$215K	Buy	+1,442	New	+$184K	0.01%	306
2020 Q1	–	Sell	-1,401	Closed	-$224K	–	316
2019 Q4	$224K	Buy	+1,401	New	+$210K	0.01%	298
2018 Q2	–	Sell	-1,329	Closed	-$201K	–	318
2018 Q1	$201K	Buy	+1,329	New	+$206K	0.01%	299

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

Clifford Swan Investment Counsel's PNC Position: Q2 2026 in Review

Clifford Swan Investment Counsel opened a new position in PNC Financial Services (PNC) in Q2 2026: 818 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Clifford Swan Investment Counsel previously reported a position in PNC as recently as Q3 2025.

Clifford Swan Investment Counsel first reported a position in PNC in Q1 2018 and has held it in 17 quarters since. The position peaked at $304K in Q3 2021. 2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Clifford Swan Investment Counsel held 818 shares of PNC Financial Services worth $201K as of Q2 2026.
PNC Financial Services was a new Clifford Swan Investment Counsel position in Q2 2026.
PNC Financial Services made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #333 holding.
Clifford Swan Investment Counsel first reported a position in PNC Financial Services in Q1 2018 and has held it in 17 quarters since.
Clifford Swan Investment Counsel's PNC Financial Services position peaked at $304K in Q3 2021.
2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.