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Crestwood Advisors Group’s PNC Financial Services PNC Stock Holding History

Crestwood Advisors 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
Q2 		$763K Buy
3,099
+619
+25% +$139K 0.01% 367
2026
Q1 		$516K Buy
2,480
+422
+21% +$91.9K 0.01% 413
2025
Q4 		$429K Buy
2,058
+724
+54% +$140K 0.01% 427
2025
Q3 		$268K Buy
1,334
+223
+20% +$44.1K ﹤0.01% 490
2025
Q2 		$207K Sell
1,111
-78
-7% -$13.2K ﹤0.01% 512
2025
Q1 		$209K Buy
+1,189
New +$224K ﹤0.01% 479
2017
Q2 		– Sell
-75
Closed -$9K – 366
2017
Q1 		$9K Buy
+75
New +$9.19K ﹤0.01% 444

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Crestwood Advisors Group's PNC Position: Q2 2026 in Review

Crestwood Advisors Group increased its PNC Financial Services (PNC) stake by 25% in Q2 2026, buying an estimated $139K and bringing the position to 3,099 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #367.

Crestwood Advisors Group first reported a position in PNC in Q1 2017 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Crestwood Advisors Group held 3,099 shares of PNC Financial Services worth $763K as of Q2 2026.
  • Crestwood Advisors Group bought 619 PNC Financial Services shares in Q2 2026, an estimated $139K.
  • PNC Financial Services made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #367 holding.
  • Crestwood Advisors Group first reported a position in PNC Financial Services in Q1 2017 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.