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Cyndeo Wealth Partners’s PNC Financial Services PNC Stock Holding History

Cyndeo Wealth Partners’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 		$3.34M Buy
13,547
+11,856
+701% +$2.65M 0.16% 143
2026
Q1 		$352K Buy
1,691
+61
+4% +$13.3K 0.02% 385
2025
Q4 		$340K Hold
1,630
– – 0.02% 382
2025
Q3 		$327K Buy
1,630
+26
+2% +$5.14K 0.02% 374
2025
Q2 		$299K Sell
1,604
-92
-5% -$15.6K 0.02% 384
2025
Q1 		$298K Buy
1,696
+24
+1% +$4.53K 0.02% 366
2024
Q4 		$322K Buy
1,672
+94
+6% +$18.5K 0.02% 357
2024
Q3 		$292K Buy
1,578
+125
+9% +$21.9K 0.02% 370
2024
Q2 		$226K Buy
1,453
+128
+10% +$19.8K 0.02% 369
2024
Q1 		$214K Buy
1,325
+20
+2% +$3.01K 0.02% 366
2023
Q4 		$202K Buy
+1,305
New +$169K 0.02% 358

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Cyndeo Wealth Partners's PNC Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its PNC Financial Services (PNC) stake by 701% in Q2 2026, buying an estimated $2.65M and bringing the position to 13,547 shares worth $3.34M. The position accounts for 0.16% of the portfolio, ranked #143.

Cyndeo Wealth Partners first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Cyndeo Wealth Partners held 13,547 shares of PNC Financial Services worth $3.34M as of Q2 2026.
  • Cyndeo Wealth Partners bought 11,856 PNC Financial Services shares in Q2 2026, an estimated $2.65M.
  • PNC Financial Services made up 0.16% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Cyndeo Wealth Partners first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 702 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.