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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
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
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

Consilium Wealth Advisory's PNC Position: Q1 2026 in Review

Consilium Wealth Advisory increased its PNC Financial Services (PNC) stake by 15% in Q1 2026, buying an estimated $122K and bringing the position to 4,241 shares worth $883K. The position accounts for 0.3% of the portfolio, ranked #49.

Consilium Wealth Advisory first reported a position in PNC in Q3 2025 and has held it in 3 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Consilium Wealth Advisory held 4,241 shares of PNC Financial Services worth $883K as of Q1 2026.
  • Consilium Wealth Advisory bought 562 PNC Financial Services shares in Q1 2026, an estimated $122K.
  • PNC Financial Services made up 0.3% of Consilium Wealth Advisory's portfolio in Q1 2026, its #49 holding.
  • Consilium Wealth Advisory first reported a position in PNC Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.