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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Dupree Financial Group's PNC Position: Q2 2026 in Review

Dupree Financial Group opened a new position in PNC Financial Services (PNC) in Q2 2026: 940 shares worth $231K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Dupree Financial Group previously reported a position in PNC as recently as Q3 2024.

Dupree Financial Group first reported a position in PNC in Q4 2023 and has held it in 5 quarters since. The position peaked at $308K in Q3 2024. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Dupree Financial Group held 940 shares of PNC Financial Services worth $231K as of Q2 2026.
  • PNC Financial Services was a new Dupree Financial Group position in Q2 2026.
  • PNC Financial Services made up 0.09% of Dupree Financial Group's portfolio in Q2 2026, its #74 holding.
  • Dupree Financial Group first reported a position in PNC Financial Services in Q4 2023 and has held it in 5 quarters since.
  • Dupree Financial Group's PNC Financial Services position peaked at $308K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.