CPG
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Cornerstone Planning Group’s PNC Financial Services PNC Stock Holding History

Cornerstone Planning Group’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 		$47.8K Buy
216
+40
+23% +$8.71K 0.01% 414
2025
Q4 		$39K Buy
176
+168
+2,100% +$32.4K 0.01% 406
2025
Q3 		$538 Sell
8
-118
-94% -$23.3K ﹤0.01% 1462
2025
Q2 		$23.8K Sell
126
-67
-35% -$11.3K ﹤0.01% 381
2025
Q1 		$30.4K Buy
193
+65
+51% +$12.3K 0.01% 320
2024
Q4 		$26K Sell
128
-1
-0.8% -$197 0.01% 274
2024
Q3 		$24.2K Sell
129
-8
-6% -$1.4K 0.01% 276
2024
Q2 		$22.7K Buy
137
+8
+6% +$1.24K 0.01% 297
2024
Q1 		$20K Sell
129
-38
-23% -$5.73K 0.01% 294
2023
Q4 		$25.9K Sell
167
-22
-12% -$2.85K 0.01% 284
2023
Q3 		$23.2K Sell
189
-47
-20% -$5.91K 0.01% 287
2023
Q2 		$29.7K Buy
+236
New +$28.8K 0.01% 340
2022
Q4 		$45.5K Buy
+307
New +$48.3K 0.02% 283

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

Cornerstone Planning Group's PNC Position: Q1 2026 in Review

Cornerstone Planning Group increased its PNC Financial Services (PNC) stake by 23% in Q1 2026, buying an estimated $8.71K and bringing the position to 216 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #414.

Cornerstone Planning Group first reported a position in PNC in Q4 2022 and has held it in 13 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Cornerstone Planning Group held 216 shares of PNC Financial Services worth $47.8K as of Q1 2026.
  • Cornerstone Planning Group bought 40 PNC Financial Services shares in Q1 2026, an estimated $8.71K.
  • PNC Financial Services made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #414 holding.
  • Cornerstone Planning Group first reported a position in PNC Financial Services in Q4 2022 and has held it in 13 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.