Comprehensive Financial Planning’s PNC Financial Services PNC Stock Holding History

Comprehensive 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	$232K	Hold	941	–	–	0.12%	116
2026 Q1	$196K	Hold	941	–	–	0.14%	100
2025 Q4	$196K	Buy	941 +395	+72%	+$76.2K	0.13%	103
2025 Q3	$110K	Hold	546	–	–	0.08%	125
2025 Q2	$102K	Hold	546	–	–	0.08%	125
2025 Q1	$96K	Hold	546	–	–	0.09%	102
2024 Q4	$105K	Buy	+546	New	+$107K	0.09%	120

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's PNC Position: Q2 2026 in Review

Comprehensive Financial Planning held its PNC Financial Services (PNC) position steady in Q2 2026 at 941 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #116.

Comprehensive Financial Planning first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Comprehensive Financial Planning held 941 shares of PNC Financial Services worth $232K as of Q2 2026.
Comprehensive Financial Planning left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.12% of Comprehensive Financial Planning's portfolio in Q2 2026, its #116 holding.
Comprehensive Financial Planning first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.