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

Dakota 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
Q1 		$846K Buy
4,064
+270
+7% +$58.8K 0.02% 430
2025
Q4 		$792K Buy
3,794
+1,948
+106% +$376K 0.01% 452
2025
Q3 		$371K Sell
1,846
-1,458
-44% -$288K 0.01% 529
2025
Q2 		$616K Buy
3,304
+124
+4% +$21K 0.01% 480
2025
Q1 		$559K Sell
3,180
-974
-23% -$184K 0.01% 490
2024
Q4 		$801K Sell
4,154
-32
-0.8% -$6.29K 0.02% 403
2024
Q3 		$774K Buy
4,186
+218
+5% +$38.2K 0.02% 417
2024
Q2 		$617K Sell
3,968
-429
-10% -$66.5K 0.01% 471
2024
Q1 		$711K Sell
4,397
-43,760
-91% -$6.6M 0.02% 439
2023
Q4 		$7.46M Buy
48,157
+42,843
+806% +$5.55M 0.29% 92
2023
Q3 		$652K Sell
5,314
-1
-0% -$126 0.03% 352
2023
Q2 		$669K Sell
5,315
-312
-6% -$38.1K 0.03% 328
2023
Q1 		$715K Buy
5,627
+1,107
+24% +$167K 0.05% 294
2022
Q4 		$714K Buy
4,520
+589
+15% +$92.7K 0.05% 277
2022
Q3 		$587K Buy
3,931
+1,712
+77% +$277K 0.05% 312
2022
Q2 		$350K Buy
+2,219
New +$372K 0.03% 346

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

Dakota Wealth Management's PNC Position: Q1 2026 in Review

Dakota Wealth Management increased its PNC Financial Services (PNC) stake by 7.1% in Q1 2026, buying an estimated $58.8K and bringing the position to 4,064 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #430.

Dakota Wealth Management first reported a position in PNC in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.46M in Q4 2023. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Dakota Wealth Management held 4,064 shares of PNC Financial Services worth $846K as of Q1 2026.
  • Dakota Wealth Management bought 270 PNC Financial Services shares in Q1 2026, an estimated $58.8K.
  • PNC Financial Services made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #430 holding.
  • Dakota Wealth Management first reported a position in PNC Financial Services in Q2 2022 and has held it in 16 quarters since.
  • Dakota Wealth Management's PNC Financial Services position peaked at $7.46M in Q4 2023.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.