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 Q2	$305K	Sell	1,237 -10	-0.8%	-$2.24K	0.01%	292
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Connecticut Wealth Management's PNC Position: Q2 2026 in Review

Connecticut Wealth Management reduced its PNC Financial Services (PNC) stake by 0.8% in Q2 2026, selling an estimated $2.24K and leaving 1,237 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #292.

Connecticut Wealth Management first reported a position in PNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $522K in Q4 2023. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Connecticut Wealth Management held 1,237 shares of PNC Financial Services worth $305K as of Q2 2026.
Connecticut Wealth Management sold 10 PNC Financial Services shares in Q2 2026, an estimated $2.24K.
PNC Financial Services made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #292 holding.
Connecticut Wealth Management first reported a position in PNC Financial Services in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's PNC Financial Services position peaked at $522K in Q4 2023.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.