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Concord Wealth Partners’s PNC Financial Services PNC Stock Holding History

Concord Wealth Partners’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 		$711K Hold
2,889
– – 0.08% 139
2026
Q1 		$601K Hold
2,889
– – 0.08% 141
2025
Q4 		$603K Sell
2,889
-35
-1% -$6.76K 0.08% 142
2025
Q3 		$588K Buy
2,924
+2,755
+1,630% +$545K 0.08% 144
2025
Q2 		$31.5K Buy
169
+100
+145% +$16.9K ﹤0.01% 400
2025
Q1 		$12.1K Sell
69
-141
-67% -$26.6K ﹤0.01% 491
2024
Q4 		$40.4K Buy
210
+2
+1% +$393 0.01% 362
2024
Q3 		$38.5K Sell
208
-30
-13% -$5.26K 0.01% 371
2024
Q2 		$36.9K Sell
238
-227
-49% -$35.2K 0.01% 345
2024
Q1 		$75.1K Sell
465
-81
-15% -$12.2K 0.01% 300
2023
Q4 		$84.6K Sell
546
-169
-24% -$21.9K 0.02% 292
2023
Q3 		$87.8K Buy
715
+10
+1% +$1.26K 0.02% 301
2023
Q2 		$88.8K Buy
705
+167
+31% +$20.4K 0.02% 290
2023
Q1 		$68.3K Sell
538
-388
-42% -$58.5K 0.02% 306
2022
Q4 		$146K Sell
926
-1,487
-62% -$234K 0.04% 198
2022
Q3 		$361K Sell
2,413
-274
-10% -$44.4K 0.11% 115
2022
Q2 		$424K Sell
2,687
-136
-5% -$22.8K 0.12% 114
2022
Q1 		$521K Buy
2,823
+287
+11% +$58K 0.13% 100
2021
Q4 		$509K Buy
2,536
+1,711
+207% +$348K 0.12% 100
2021
Q3 		$161K Sell
825
-1,329
-62% -$251K 0.07% 104
2021
Q2 		$411K Buy
2,154
+663
+44% +$124K 0.12% 78
2021
Q1 		$262K Buy
1,491
+1,353
+980% +$223K 0.09% 106
2020
Q4 		$21K Buy
+138
New +$17.6K 0.02% 303

Other funds holding PNC

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Concord Wealth Partners's PNC Position: Q2 2026 in Review

Concord Wealth Partners held its PNC Financial Services (PNC) position steady in Q2 2026 at 2,889 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #139.

Concord Wealth Partners first reported a position in PNC in Q4 2020 and has held it in 23 quarters since. 756 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Concord Wealth Partners held 2,889 shares of PNC Financial Services worth $711K as of Q2 2026.
  • Concord Wealth Partners left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.08% of Concord Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Concord Wealth Partners first reported a position in PNC Financial Services in Q4 2020 and has held it in 23 quarters since.
  • 756 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.