Evanson Asset Management’s PNC Financial Services PNC Stock Holding History

Evanson Asset 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 Q1	$278K	Sell	1,334 -67	-5%	-$14.6K	0.01%	267
2025 Q4	$292K	Buy	1,401 +67	+5%	+$12.9K	0.02%	268
2025 Q3	$268K	Hold	1,334	–	–	0.02%	278
2025 Q2	$249K	Buy	+1,334	New	+$226K	0.02%	289
2024 Q3	–	Sell	-1,534	Closed	-$239K	–	312
2024 Q2	$239K	Hold	1,534	–	–	0.02%	270
2024 Q1	$248K	Hold	1,534	–	–	0.02%	264
2023 Q4	$238K	Sell	1,534 -766	-33%	-$99.2K	0.02%	262
2023 Q3	$282K	Hold	2,300	–	–	0.03%	228
2023 Q2	$290K	Hold	2,300	–	–	0.03%	224
2023 Q1	$292K	Hold	2,300	–	–	0.03%	217
2022 Q4	$363K	Sell	2,300 -143	-6%	-$22.5K	0.04%	186
2022 Q3	$365K	Buy	+2,443	New	+$396K	0.04%	184

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evanson Asset Management's PNC Position: Q1 2026 in Review

Evanson Asset Management reduced its PNC Financial Services (PNC) stake by 4.8% in Q1 2026, selling an estimated $14.6K and leaving 1,334 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #267.

Evanson Asset Management first reported a position in PNC in Q3 2022 and has held it in 12 quarters since. The position peaked at $365K in Q3 2022. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Evanson Asset Management held 1,334 shares of PNC Financial Services worth $278K as of Q1 2026.
Evanson Asset Management sold 67 PNC Financial Services shares in Q1 2026, an estimated $14.6K.
PNC Financial Services made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #267 holding.
Evanson Asset Management first reported a position in PNC Financial Services in Q3 2022 and has held it in 12 quarters since.
Evanson Asset Management's PNC Financial Services position peaked at $365K in Q3 2022.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.