DFG
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Dupree Financial Group’s PNC Financial Services PNC Stock Holding History

Dupree Financial Group’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
Q3 		$209K Hold
940
– – 0.08% 78
2026
Q2 		$231K Buy
+940
New +$210K 0.09% 74
2024
Q4 		– Sell
-1,664
Closed -$308K – 76
2024
Q3 		$308K Hold
1,664
– – 0.12% 60
2024
Q2 		$259K Hold
1,664
– – 0.12% 54
2024
Q1 		$269K Hold
1,664
– – 0.12% 53
2023
Q4 		$258K Buy
+1,664
New +$215K 0.13% 47

Other funds holding PNC

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dupree Financial Group's PNC Position: Q3 2026 in Review

Dupree Financial Group held its PNC Financial Services (PNC) position steady in Q3 2026 at 940 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #78.

Dupree Financial Group first reported a position in PNC in Q4 2023 and has held it in 6 quarters since. The position peaked at $308K in Q3 2024. 92 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Dupree Financial Group held 940 shares of PNC Financial Services worth $209K as of Q3 2026.
  • Dupree Financial Group left its PNC Financial Services share count unchanged in Q3 2026.
  • PNC Financial Services made up 0.08% of Dupree Financial Group's portfolio in Q3 2026, its #78 holding.
  • Dupree Financial Group first reported a position in PNC Financial Services in Q4 2023 and has held it in 6 quarters since.
  • Dupree Financial Group's PNC Financial Services position peaked at $308K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.