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

Dogwood 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 		$32.5K Sell
132
-6
-4% -$1.34K 0.01% 197
2026
Q1 		$28.7K Buy
138
+61
+79% +$13.3K 0.01% 190
2025
Q4 		$16.1K Sell
77
-8
-9% -$1.54K 0.01% 229
2025
Q3 		$17.1K Buy
85
+34
+67% +$6.72K 0.01% 207
2025
Q2 		$10.1K Buy
51
+24
+89% +$4.06K ﹤0.01% 274
2025
Q1 		$4.75K Buy
+27
New +$5.1K ﹤0.01% 246
2024
Q3 		– Hold
0
– – – 255
2024
Q2 		– Hold
0
– – – 315
2024
Q1 		– Hold
0
– – – 307
2023
Q4 		– Hold
0
– – – 271

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
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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

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

Dogwood Wealth Management reduced its PNC Financial Services (PNC) stake by 4.3% in Q2 2026, selling an estimated $1.34K and leaving 132 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #197.

Dogwood Wealth Management first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Dogwood Wealth Management held 132 shares of PNC Financial Services worth $32.5K as of Q2 2026.
  • Dogwood Wealth Management sold 6 PNC Financial Services shares in Q2 2026, an estimated $1.34K.
  • PNC Financial Services made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Dogwood Wealth Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 634 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.