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

Connecticut 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
2026
Q1 		$259K Sell
1,247
-10
-0.8% -$2.18K 0.01% 291
2025
Q4 		$262K Hold
1,257
– – 0.01% 279
2025
Q3 		$253K Sell
1,257
-190
-13% -$37.6K 0.01% 292
2025
Q2 		$270K Sell
1,447
-35
-2% -$5.92K 0.01% 270
2025
Q1 		$260K Sell
1,482
-158
-10% -$29.8K 0.01% 267
2024
Q4 		$316K Buy
1,640
+21
+1% +$4.13K 0.02% 225
2024
Q3 		$299K Sell
1,619
-45
-3% -$7.89K 0.01% 265
2024
Q2 		$259K Sell
1,664
-315
-16% -$48.8K 0.01% 283
2024
Q1 		$320K Sell
1,979
-1,393
-41% -$210K 0.02% 259
2023
Q4 		$522K Buy
3,372
+84
+3% +$10.9K 0.03% 206
2023
Q3 		$404K Buy
+3,288
New +$414K 0.03% 192

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

Connecticut Wealth Management's PNC Position: Q1 2026 in Review

Connecticut Wealth Management reduced its PNC Financial Services (PNC) stake by 0.8% in Q1 2026, selling an estimated $2.18K and leaving 1,247 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #291.

Connecticut Wealth Management first reported a position in PNC in Q3 2023 and has held it in 11 quarters since. The position peaked at $522K in Q4 2023. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Connecticut Wealth Management held 1,247 shares of PNC Financial Services worth $259K as of Q1 2026.
  • Connecticut Wealth Management sold 10 PNC Financial Services shares in Q1 2026, an estimated $2.18K.
  • PNC Financial Services made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Connecticut Wealth Management first reported a position in PNC Financial Services in Q3 2023 and has held it in 11 quarters since.
  • Connecticut Wealth Management's PNC Financial Services position peaked at $522K in Q4 2023.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.