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

Daymark 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 Q1	$19.1M	Sell	91,818 -961	-1%	-$209K	0.6%	37
2025 Q4	$19.4M	Sell	92,779 -718	-0.8%	-$139K	0.62%	39
2025 Q3	$18.8M	Buy	93,497 +240	+0.3%	+$47.5K	0.64%	40
2025 Q2	$17.4M	Buy	93,257 +36,061	+63%	+$6.1M	0.66%	38
2025 Q1	$10.1M	Buy	57,196 +44,660	+356%	+$8.43M	0.43%	50
2024 Q4	$2.42M	Sell	12,536 -110	-0.9%	-$21.6K	0.1%	150
2024 Q3	$2.34M	Buy	12,646 +468	+4%	+$82.1K	0.1%	153
2024 Q2	$1.89M	Buy	12,178 +861	+8%	+$133K	0.09%	161
2024 Q1	$1.83M	Sell	11,317 -26,837	-70%	-$4.04M	0.1%	137
2023 Q4	$5.91M	Sell	38,154 -58	-0.2%	-$7.51K	0.36%	66
2023 Q3	$4.69M	Sell	38,212 -2,561	-6%	-$322K	0.32%	72
2023 Q2	$5.14M	Sell	40,773 -329	-0.8%	-$40.2K	0.38%	63
2023 Q1	$5.22M	Buy	41,102 +1,087	+3%	+$164K	0.69%	31
2022 Q4	$6.32M	Buy	+40,015	New	+$6.3M	1.12%	22

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daymark Wealth Partners's PNC Position: Q1 2026 in Review

Daymark Wealth Partners reduced its PNC Financial Services (PNC) stake by 1% in Q1 2026, selling an estimated $209K and leaving 91,818 shares worth $19.1M. The position accounts for 0.6% of the portfolio, ranked #37.

Daymark Wealth Partners first reported a position in PNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.4M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Daymark Wealth Partners held 91,818 shares of PNC Financial Services worth $19.1M as of Q1 2026.
Daymark Wealth Partners sold 961 PNC Financial Services shares in Q1 2026, an estimated $209K.
PNC Financial Services made up 0.6% of Daymark Wealth Partners's portfolio in Q1 2026, its #37 holding.
Daymark Wealth Partners first reported a position in PNC Financial Services in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's PNC Financial Services position peaked at $19.4M in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.