EPIMS
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Evelyn Partners Investment Management Services’s PNC Financial Services PNC Stock Holding History

Evelyn Partners Investment Management Services’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 		$45.8K Hold
220
– – 0.01% 184
2025
Q4 		$45.9K Hold
220
– – 0.01% 179
2025
Q3 		$44.2K Hold
220
– – 0.01% 186
2025
Q2 		$41K Hold
220
– – 0.01% 178
2025
Q1 		$38.7K Hold
220
– – 0.01% 178
2024
Q4 		$42.4K Buy
+220
New +$43.2K 0.01% 176

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's PNC Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its PNC Financial Services (PNC) position steady in Q1 2026 at 220 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #184.

Evelyn Partners Investment Management Services first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.9K in Q4 2025. 1,919 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Evelyn Partners Investment Management Services held 220 shares of PNC Financial Services worth $45.8K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #184 holding.
  • Evelyn Partners Investment Management Services first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's PNC Financial Services position peaked at $45.9K in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.