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

Congress Wealth 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
2025
Q2 		$34.6M Buy
185,495
+77,809
+72% +$13.2M 0.34% 65
2025
Q1 		$18.9M Buy
107,686
+2,998
+3% +$566K 0.23% 118
2024
Q4 		$20.2M Sell
104,688
-69,740
-40% -$13.7M 0.28% 95
2024
Q3 		$32.2M Buy
174,428
+85,348
+96% +$15M 0.43% 56
2024
Q2 		$13.9M Buy
89,080
+80,482
+936% +$12.5M 0.22% 133
2024
Q1 		$1.39M Buy
8,598
+1,830
+27% +$276K 0.02% 350
2023
Q4 		$1.05M Buy
6,768
+3,973
+142% +$514K 0.02% 386
2023
Q3 		$343K Buy
2,795
+945
+51% +$119K 0.01% 506
2023
Q2 		$233K Sell
1,850
-55
-3% -$6.72K 0.01% 516
2023
Q1 		$242K Sell
1,905
-328
-15% -$49.5K 0.01% 512
2022
Q4 		$353K Buy
2,233
+77
+4% +$12.1K 0.01% 456
2022
Q3 		$322K Sell
2,156
-321
-13% -$52K 0.01% 463
2022
Q2 		$390K Sell
2,477
-237
-9% -$39.7K 0.01% 438
2022
Q1 		$500K Buy
2,714
+378
+16% +$76.4K 0.01% 445
2021
Q4 		$468K Buy
+2,336
New +$475K 0.01% 475

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's PNC Position: Q2 2025 in Review

Congress Wealth Management increased its PNC Financial Services (PNC) stake by 72% in Q2 2025, buying an estimated $13.2M and bringing the position to 185,495 shares worth $34.6M. The position accounts for 0.34% of the portfolio, ranked #65.

Congress Wealth Management first reported a position in PNC in Q4 2021 and has held it in 15 quarters since. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Congress Wealth Management held 185,495 shares of PNC Financial Services worth $34.6M as of Q2 2025.
  • Congress Wealth Management bought 77,809 PNC Financial Services shares in Q2 2025, an estimated $13.2M.
  • PNC Financial Services made up 0.34% of Congress Wealth Management's portfolio in Q2 2025, its #65 holding.
  • Congress Wealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 15 quarters since.
  • 1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.