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Estate Planners Group’s PNC Financial Services PNC Stock Holding History

Estate Planners 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
Q1 		– Sell
-63
Closed -$13.1K – 324
2025
Q4 		$13.1K Buy
+63
New +$12.2K 0.01% 249

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Estate Planners Group's PNC Position: Q1 2026 in Review

Estate Planners Group sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 63 shares — an estimated $13.1K sold.

Estate Planners Group first reported a position in PNC in Q4 2025 and held it in 1 quarter. The position peaked at $13.1K in Q4 2025. 1,917 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Estate Planners Group reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 63 PNC Financial Services shares in Q1 2026, an estimated $13.1K.
  • Estate Planners Group first reported a position in PNC Financial Services in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's PNC Financial Services position peaked at $13.1K in Q4 2025.
  • 1,917 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.