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Colton Groome Financial Advisors’s PNC Financial Services PNC Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$1.48M Buy
6,673
+181
+3% +$44.4K 0.35% 51
2026
Q2 		$1.6M Buy
6,492
+48
+0.7% +$10.7K 0.39% 49
2026
Q1 		$1.34M Buy
6,444
+270
+4% +$58.8K 0.38% 49
2025
Q4 		$1.29M Buy
6,174
+396
+7% +$76.4K 0.37% 48
2025
Q3 		$1.16M Buy
5,778
+45
+0.8% +$8.9K 0.36% 50
2025
Q2 		$1.07M Buy
5,733
+85
+2% +$14.4K 0.36% 49
2025
Q1 		$908K Sell
5,648
-295
-5% -$55.7K 0.35% 48
2024
Q4 		$1.15M Sell
5,943
-810
-12% -$159K 0.44% 43
2024
Q3 		$1.25M Sell
6,753
-265
-4% -$46.5K 0.47% 43
2024
Q2 		$1.09M Buy
7,018
+231
+3% +$35.8K 0.43% 45
2024
Q1 		$1.1M Sell
6,787
-57
-0.8% -$8.59K 0.44% 46
2023
Q4 		$1.06M Buy
6,844
+1,798
+36% +$233K 0.46% 44
2023
Q3 		$619K Buy
+5,046
New +$635K 0.31% 61
2022
Q1 		– Sell
-2,070
Closed -$415K – 132
2021
Q4 		$415K Buy
2,070
+4
+0.2% +$814 0.17% 86
2021
Q3 		$404K Sell
2,066
-20
-1% -$3.78K 0.18% 78
2021
Q2 		$398K Buy
+2,086
New +$392K 0.18% 79

Other funds holding PNC

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

Colton Groome Financial Advisors's PNC Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its PNC Financial Services (PNC) stake by 2.8% in Q3 2026, buying an estimated $44.4K and bringing the position to 6,673 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #51.

Colton Groome Financial Advisors first reported a position in PNC in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.6M in Q2 2026. 32 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Colton Groome Financial Advisors held 6,673 shares of PNC Financial Services worth $1.48M as of Q3 2026.
  • Colton Groome Financial Advisors bought 181 PNC Financial Services shares in Q3 2026, an estimated $44.4K.
  • PNC Financial Services made up 0.35% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #51 holding.
  • Colton Groome Financial Advisors first reported a position in PNC Financial Services in Q2 2021 and has held it in 16 quarters since.
  • Colton Groome Financial Advisors's PNC Financial Services position peaked at $1.6M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.