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

Diversify 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
Q2 		$977K Buy
3,913
+820
+27% +$184K 0.02% 640
2026
Q1 		$676K Buy
+3,093
New +$673K 0.01% 723

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

Diversify Wealth Management's PNC Position: Q2 2026 in Review

Diversify Wealth Management increased its PNC Financial Services (PNC) stake by 27% in Q2 2026, buying an estimated $184K and bringing the position to 3,913 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #640.

Diversify Wealth Management first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Diversify Wealth Management held 3,913 shares of PNC Financial Services worth $977K as of Q2 2026.
  • Diversify Wealth Management bought 820 PNC Financial Services shares in Q2 2026, an estimated $184K.
  • PNC Financial Services made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Diversify Wealth Management first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.