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Concurrent Investment Advisors’s PNC Financial Services PNC Stock Holding History

Concurrent Investment 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
Q1 		$2M Buy
9,605
+205
+2% +$44.6K 0.02% 618
2025
Q4 		$1.96M Buy
9,400
+2,853
+44% +$551K 0.02% 579
2025
Q3 		$1.32M Sell
6,547
-31
-0.5% -$6.13K 0.02% 579
2025
Q2 		$1.23M Sell
6,578
-277
-4% -$46.9K 0.02% 546
2025
Q1 		$1.2M Buy
6,855
+284
+4% +$53.6K 0.03% 493
2024
Q4 		$1.27M Buy
6,571
+158
+2% +$31.1K 0.03% 433
2024
Q3 		$1.19M Buy
6,413
+2,009
+46% +$352K 0.04% 425
2024
Q2 		$685K Buy
4,404
+539
+14% +$83.5K 0.02% 520
2024
Q1 		$624K Buy
3,865
+721
+23% +$109K 0.03% 485
2023
Q4 		$487K Buy
+3,144
New +$407K 0.02% 502

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

Concurrent Investment Advisors's PNC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its PNC Financial Services (PNC) stake by 2.2% in Q1 2026, buying an estimated $44.6K and bringing the position to 9,605 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #618.

Concurrent Investment Advisors first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Concurrent Investment Advisors held 9,605 shares of PNC Financial Services worth $2M as of Q1 2026.
  • Concurrent Investment Advisors bought 205 PNC Financial Services shares in Q1 2026, an estimated $44.6K.
  • PNC Financial Services made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #618 holding.
  • Concurrent Investment Advisors first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.