CFP
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Comprehensive Financial Planning's PNC Position: Q1 2026 in Review

Comprehensive Financial Planning held its PNC Financial Services (PNC) position steady in Q1 2026 at 941 shares worth $196K. The position accounts for 0.14% of the portfolio, ranked #100.

Comprehensive Financial Planning first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $196K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Comprehensive Financial Planning held 941 shares of PNC Financial Services worth $196K as of Q1 2026.
  • Comprehensive Financial Planning left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.14% of Comprehensive Financial Planning's portfolio in Q1 2026, its #100 holding.
  • Comprehensive Financial Planning first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's PNC Financial Services position peaked at $196K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.