Congress Asset Management’s PNC Financial Services PNC Stock Holding History

Congress Asset Management’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	–	Sell	-1,280	Closed	-$266K	–	418
2026 Q1	$266K	Hold	1,280	–	–	﹤0.01%	408
2025 Q4	$267K	Hold	1,280	–	–	﹤0.01%	365
2025 Q3	$257K	Hold	1,280	–	–	﹤0.01%	380
2025 Q2	$239K	Sell	1,280 -2	-0.2%	-$338	﹤0.01%	375
2025 Q1	$225K	Buy	1,282 +2	+0.2%	+$378	﹤0.01%	359
2024 Q4	$247K	Hold	1,280	–	–	﹤0.01%	374
2024 Q3	$237K	Buy	+1,280	New	+$224K	﹤0.01%	351
2024 Q2	–	Sell	-1,280	Closed	-$207K	–	374
2024 Q1	$207K	Buy	+1,280	New	+$193K	﹤0.01%	356
2020 Q1	–	Sell	-49,135	Closed	-$7.84M	–	348
2019 Q4	$7.84M	Buy	49,135 +2,113	+4%	+$317K	0.1%	126
2019 Q3	$6.59M	Buy	47,022 +1,306	+3%	+$177K	0.08%	133
2019 Q2	$6.28M	Buy	45,716 +2,260	+5%	+$299K	0.08%	149
2019 Q1	$5.33M	Buy	43,456 +4,034	+10%	+$500K	0.07%	162
2018 Q4	$4.61M	Sell	39,422 -7,843	-17%	-$1M	0.07%	162
2018 Q3	$6.44M	Buy	47,265 +863	+2%	+$123K	0.08%	150
2018 Q2	$6.27M	Buy	46,402 +763	+2%	+$111K	0.09%	147
2018 Q1	$6.9M	Buy	45,639 +1,769	+4%	+$275K	0.1%	129
2017 Q4	$6.33M	Buy	43,870 +8,070	+23%	+$1.12M	0.09%	138
2017 Q3	$4.83M	Buy	35,800 +6,209	+21%	+$797K	0.07%	169
2017 Q2	$3.69M	Buy	+29,591	New	+$3.57M	0.07%	166
2016 Q2	–	Sell	-2,539	Closed	-$215K	–	238
2016 Q1	$215K	Sell	2,539 -551,384	-100%	-$46.9M	0.01%	220
2015 Q4	$52.8M	Sell	553,923 -8,771	-2%	-$814K	1.31%	22
2015 Q3	$50.2M	Buy	562,694 +114,114	+25%	+$10.7M	1.29%	27
2015 Q2	$42.9M	Sell	448,580 -121,931	-21%	-$11.5M	1.23%	28
2015 Q1	$53.2M	Sell	570,511 -39,120	-6%	-$3.53M	1.28%	29
2014 Q4	$55.6M	Sell	609,631 -16,695	-3%	-$1.45M	1.42%	28
2014 Q3	$53.6M	Sell	626,326 -178,979	-22%	-$15.2M	1.37%	33
2014 Q2	$71.7M	Buy	805,305 +267,608	+50%	+$22.9M	1.82%	9
2014 Q1	$46.8M	Buy	537,697 +534,240	+15,454%	+$43.6M	1.17%	37
2013 Q4	$268K	Hold	3,457	–	–	0.01%	211
2013 Q3	$250K	Hold	3,457	–	–	0.01%	213
2013 Q2	$252K	Buy	+3,457	New	+$239K	0.01%	207

Other funds holding PNC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Congress Asset Management's PNC Position: Q2 2026 in Review

Congress Asset Management sold out of PNC Financial Services (PNC) in Q2 2026, closing a stake of 1,280 shares — an estimated $266K sold.

Congress Asset Management first reported a position in PNC in Q2 2013 and held it in 31 quarters. The position peaked at $71.7M in Q2 2014. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Congress Asset Management reported no remaining PNC Financial Services position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 1,280 PNC Financial Services shares in Q2 2026, an estimated $266K.
Congress Asset Management first reported a position in PNC Financial Services in Q2 2013 and held it in 31 quarters.
Congress Asset Management's PNC Financial Services position peaked at $71.7M in Q2 2014.
632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.