Consilium Wealth Advisory’s PNC Financial Services PNC Stock Holding History

Consilium Wealth Advisory’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	$999K	Sell	4,057 -184	-4%	-$41.2K	0.3%	52
2026 Q1	$883K	Buy	4,241 +562	+15%	+$122K	0.3%	49
2025 Q4	$768K	Buy	3,679 +169	+5%	+$32.6K	0.28%	57
2025 Q3	$705K	Buy	+3,510	New	+$694K	0.27%	59

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 $3.37T AUM 44.26% 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

Consilium Wealth Advisory's PNC Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its PNC Financial Services (PNC) stake by 4.3% in Q2 2026, selling an estimated $41.2K and leaving 4,057 shares worth $999K. The position accounts for 0.3% of the portfolio, ranked #52.

Consilium Wealth Advisory first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Consilium Wealth Advisory held 4,057 shares of PNC Financial Services worth $999K as of Q2 2026.
Consilium Wealth Advisory sold 184 PNC Financial Services shares in Q2 2026, an estimated $41.2K.
PNC Financial Services made up 0.3% of Consilium Wealth Advisory's portfolio in Q2 2026, its #52 holding.
Consilium Wealth Advisory first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.