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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
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 $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

Crestwood Advisors Group's PNC Position: Q1 2026 in Review

Crestwood Advisors Group increased its PNC Financial Services (PNC) stake by 21% in Q1 2026, buying an estimated $91.9K and bringing the position to 2,480 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #413.

Crestwood Advisors Group first reported a position in PNC in Q1 2017 and has held it in 6 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Crestwood Advisors Group held 2,480 shares of PNC Financial Services worth $516K as of Q1 2026.
  • Crestwood Advisors Group bought 422 PNC Financial Services shares in Q1 2026, an estimated $91.9K.
  • PNC Financial Services made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #413 holding.
  • Crestwood Advisors Group first reported a position in PNC Financial Services in Q1 2017 and has held it in 6 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.