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Cornerstone Wealth Management’s PNC Financial Services PNC Stock Holding History

Cornerstone 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 		$750K Sell
3,044
-68
-2% -$15.2K 0.03% 398
2026
Q1 		$648K Buy
3,112
+237
+8% +$51.6K 0.03% 393
2025
Q4 		$600K Buy
2,875
+945
+49% +$182K 0.03% 379
2025
Q3 		$388K Buy
1,930
+397
+26% +$78.5K 0.02% 477
2025
Q2 		$286K Buy
1,533
+290
+23% +$49.1K 0.02% 523
2025
Q1 		$219K Buy
1,243
+11
+0.9% +$2.08K 0.01% 560
2024
Q4 		$238K Buy
1,232
+28
+2% +$5.5K 0.02% 518
2024
Q3 		$223K Sell
1,204
-4,405
-79% -$772K 0.02% 526
2024
Q2 		$872K Sell
5,609
-106
-2% -$16.4K 0.07% 226
2024
Q1 		$924K Sell
5,715
-267
-4% -$40.2K 0.07% 213
2023
Q4 		$926K Sell
5,982
-259
-4% -$33.5K 0.08% 209
2023
Q3 		$766K Buy
+6,241
New +$785K 0.07% 233
2019
Q2 		– Sell
-1,142
Closed -$432K – 471
2019
Q1 		$432K Buy
+1,142
New +$141K 0.05% 291
2018
Q4 		– Sell
-192,636
Closed -$1.42M – 937
2018
Q3 		$1.42M Buy
192,636
+38,947
+25% +$5.54M 0.02% 612
2018
Q2 		$1.13M Buy
+153,689
New +$22.4M 0.01% 727
2017
Q1 		– Sell
-1,802
Closed -$212K – 349
2016
Q4 		$212K Buy
+1,802
New +$187K 0.07% 262

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its PNC Financial Services (PNC) stake by 2.2% in Q2 2026, selling an estimated $15.2K and leaving 3,044 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #398.

Cornerstone Wealth Management first reported a position in PNC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.42M in Q3 2018. 490 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Cornerstone Wealth Management held 3,044 shares of PNC Financial Services worth $750K as of Q2 2026.
  • Cornerstone Wealth Management sold 68 PNC Financial Services shares in Q2 2026, an estimated $15.2K.
  • PNC Financial Services made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Cornerstone Wealth Management first reported a position in PNC Financial Services in Q4 2016 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's PNC Financial Services position peaked at $1.42M in Q3 2018.
  • 490 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.