EP Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97M | Buy |
14,288
+3,587
| +34% | +$781K | 0.01% | 397 |
|
|
2025
Q4 | $2.23M | Buy |
+10,701
| New | +$2.07M | 0.01% | 423 |
|
|
2025
Q2 | $1.6M | Buy |
8,594
+3,839
| +81% | +$650K | 0.01% | 461 |
|
|
2025
Q1 | $836K | Buy |
4,755
+134
| +3% | +$25.3K | 0.01% | 548 |
|
|
2024
Q4 | $891K | Sell |
4,621
-498
| -10% | -$97.9K | 0.01% | 532 |
|
|
2024
Q3 | $946K | Buy |
5,119
+1,394
| +37% | +$244K | 0.01% | 511 |
|
|
2024
Q2 | $579K | Buy |
3,725
+395
| +12% | +$61.2K | 0.01% | 504 |
|
|
2024
Q1 | $538K | Buy |
3,330
+37
| +1% | +$5.58K | 0.01% | 498 |
|
|
2023
Q4 | $510K | Buy |
3,293
+453
| +16% | +$58.6K | 0.01% | 485 |
|
|
2023
Q3 | $349K | Sell |
2,840
-44,281
| -94% | -$5.57M | 0.01% | 531 |
|
|
2023
Q2 | $381K | Buy |
47,121
+32,016
| +212% | +$3.91M | 0.01% | 516 |
|
|
2023
Q1 | $1.47M | Buy |
15,105
+13,347
| +759% | +$2.01M | 0.03% | 255 |
|
|
2022
Q4 | $278K | Buy |
+1,758
| New | +$277K | 0.01% | 479 |
|
|
2022
Q3 | – | Sell |
-3,611
| Closed | -$570K | – | 545 |
|
|
2022
Q2 | $570K | Buy |
3,611
+1,424
| +65% | +$239K | 0.01% | 347 |
|
|
2022
Q1 | $403K | Buy |
2,187
+283
| +15% | +$57.2K | 0.01% | 429 |
|
|
2021
Q4 | $382K | Buy |
1,904
+540
| +40% | +$110K | 0.01% | 416 |
|
|
2021
Q3 | $267K | Buy |
1,364
+111
| +9% | +$21K | 0.01% | 455 |
|
|
2021
Q2 | $239K | Buy |
+1,253
| New | +$235K | 0.01% | 487 |
|
|
2020
Q1 | – | Sell |
-1,391
| Closed | -$222K | – | 417 |
|
|
2019
Q4 | $222K | Buy |
+1,391
| New | +$209K | 0.01% | 376 |
|
|
2019
Q3 | – | Sell |
-1,908
| Closed | -$262K | – | 367 |
|
|
2019
Q2 | $262K | Sell |
1,908
-22
| -1% | -$2.91K | 0.02% | 259 |
|
|
2019
Q1 | $237K | Sell |
1,930
-970
| -33% | -$120K | 0.02% | 217 |
|
|
2018
Q4 | $339K | Sell |
2,900
-45
| -2% | -$5.74K | 0.03% | 201 |
|
|
2018
Q3 | $401K | Buy |
2,945
+323
| +12% | +$45.9K | 0.03% | 190 |
|
|
2018
Q2 | $354K | Buy |
2,622
+78
| +3% | +$11.4K | 0.03% | 142 |
|
|
2018
Q1 | $385K | Buy |
2,544
+877
| +53% | +$136K | 0.04% | 138 |
|
|
2017
Q4 | $241K | Sell |
1,667
-69
| -4% | -$9.54K | 0.03% | 172 |
|
|
2017
Q3 | $234K | Buy |
1,736
+92
| +6% | +$11.8K | 0.03% | 157 |
|
|
2017
Q2 | $205K | Buy |
+1,644
| New | +$198K | 0.03% | 173 |
|
|
2016
Q2 | – | Sell |
-118,769
| Closed | -$10M | – | 140 |
|
|
2016
Q1 | $10M | Sell |
118,769
-6,756
| -5% | -$575K | 1.54% | 22 |
|
|
2015
Q4 | $12M | Sell |
125,525
-39,630
| -24% | -$3.68M | 2.01% | 13 |
|
|
2015
Q3 | $14.7M | Sell |
165,155
-518
| -0.3% | -$48.7K | 2.81% | 7 |
|
|
2015
Q2 | $15.8M | Buy |
165,673
+1,728
| +1% | +$163K | 2.97% | 6 |
|
|
2015
Q1 | $15.3M | Buy |
163,945
+2,577
| +2% | +$233K | 2.87% | 4 |
|
|
2014
Q4 | $14.7M | Buy |
161,368
+2,789
| +2% | +$242K | 2.43% | 8 |
|
|
2014
Q3 | $13.6M | Buy |
158,579
+9,449
| +6% | +$803K | 2.2% | 10 |
|
|
2014
Q2 | $13.3M | Buy |
149,130
+4,995
| +3% | +$427K | 3.09% | 5 |
|
|
2014
Q1 | $12.5M | Buy |
144,135
+5,273
| +4% | +$430K | 3.43% | 5 |
|
|
2013
Q4 | $10.8M | Buy |
138,862
+7,282
| +6% | +$546K | 2.79% | 10 |
|
|
2013
Q3 | $9.53M | Buy |
131,580
+6,784
| +5% | +$506K | 3% | 12 |
|
|
2013
Q2 | $9.1M | Buy |
+124,796
| New | +$8.64M | 3.28% | 11 |
|
Other funds holding PNC
VCM
VPM
EP Wealth Advisors's PNC Position: Q1 2026 in Review
EP Wealth Advisors increased its PNC Financial Services (PNC) stake by 34% in Q1 2026, buying an estimated $781K and bringing the position to 14,288 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #397.
EP Wealth Advisors first reported a position in PNC in Q2 2013 and has held it in 40 quarters since. The position peaked at $15.8M in Q2 2015. 1,917 funds tracked by Wall St. Rank hold PNC as of Q1 2026.
- EP Wealth Advisors held 14,288 shares of PNC Financial Services worth $2.97M as of Q1 2026.
- EP Wealth Advisors bought 3,587 PNC Financial Services shares in Q1 2026, an estimated $781K.
- PNC Financial Services made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #397 holding.
- EP Wealth Advisors first reported a position in PNC Financial Services in Q2 2013 and has held it in 40 quarters since.
- EP Wealth Advisors's PNC Financial Services position peaked at $15.8M in Q2 2015.
- 1,917 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.