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 Q3	$914K	Buy	4,112 +55	+1%	+$13.5K	0.27%	59
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Consilium Wealth Advisory's PNC Position: Q3 2026 in Review

Consilium Wealth Advisory increased its PNC Financial Services (PNC) stake by 1.4% in Q3 2026, buying an estimated $13.5K and bringing the position to 4,112 shares worth $914K. The position accounts for 0.27% of the portfolio, ranked #59.

Consilium Wealth Advisory first reported a position in PNC in Q3 2025 and has held it in 5 quarters since. The position peaked at $999K in Q2 2026. 1,265 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

Consilium Wealth Advisory held 4,112 shares of PNC Financial Services worth $914K as of Q3 2026.
Consilium Wealth Advisory bought 55 PNC Financial Services shares in Q3 2026, an estimated $13.5K.
PNC Financial Services made up 0.27% of Consilium Wealth Advisory's portfolio in Q3 2026, its #59 holding.
Consilium Wealth Advisory first reported a position in PNC Financial Services in Q3 2025 and has held it in 5 quarters since.
Consilium Wealth Advisory's PNC Financial Services position peaked at $999K in Q2 2026.
1,265 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.