EWM
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Evercore Wealth Management’s PNC Financial Services PNC Stock Holding History

Evercore Wealth 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 		$1.64M Sell
7,880
-252
-3% -$54.9K 0.03% 170
2025
Q4 		$1.7M Hold
8,132
– – 0.02% 173
2025
Q3 		$1.63M Hold
8,132
– – 0.02% 180
2025
Q2 		$1.52M Hold
8,132
– – 0.02% 182
2025
Q1 		$1.43M Sell
8,132
-400
-5% -$75.5K 0.02% 189
2024
Q4 		$1.65M Buy
8,532
+152
+2% +$29.9K 0.02% 177
2024
Q3 		$1.55M Buy
8,380
+276
+3% +$48.4K 0.02% 183
2024
Q2 		$1.26M Sell
8,104
-388
-5% -$60.1K 0.02% 201
2024
Q1 		$1.37M Sell
8,492
-331
-4% -$49.9K 0.02% 193
2023
Q4 		$1.37M Sell
8,823
-575
-6% -$74.4K 0.02% 191
2023
Q3 		$1.15M Buy
9,398
+215
+2% +$27.1K 0.02% 204
2023
Q2 		$1.16M Sell
9,183
-39
-0.4% -$4.77K 0.02% 204
2023
Q1 		$1.17M Sell
9,222
-17
-0.2% -$2.56K 0.02% 200
2022
Q4 		$1.46M Buy
9,239
+145
+2% +$22.8K 0.03% 176
2022
Q3 		$1.36M Buy
9,094
+235
+3% +$38.1K 0.03% 173
2022
Q2 		$1.4M Sell
8,859
-48
-0.5% -$8.04K 0.03% 178
2022
Q1 		$1.64M Hold
8,907
– – 0.03% 177
2021
Q4 		$1.79M Sell
8,907
-400
-4% -$81.4K 0.03% 173
2021
Q3 		$1.82M Sell
9,307
-104
-1% -$19.6K 0.03% 173
2021
Q2 		$1.79M Sell
9,411
-161
-2% -$30.2K 0.03% 178
2021
Q1 		$1.68M Sell
9,572
-699
-7% -$115K 0.03% 183
2020
Q4 		$1.53M Sell
10,271
-386
-4% -$49.3K 0.03% 179
2020
Q3 		$1.17M Sell
10,657
-504
-5% -$54.2K 0.03% 181
2020
Q2 		$1.17M Sell
11,161
-1,787
-14% -$188K 0.03% 181
2020
Q1 		$1.24M Sell
12,948
-829
-6% -$111K 0.04% 165
2019
Q4 		$2.2M Sell
13,777
-259
-2% -$38.9K 0.06% 146
2019
Q3 		$1.97M Sell
14,036
-1,306
-9% -$177K 0.06% 150
2019
Q2 		$2.11M Buy
15,342
+1,558
+11% +$206K 0.06% 148
2019
Q1 		$1.69M Buy
13,784
+1,008
+8% +$125K 0.05% 161
2018
Q4 		$1.49M Buy
12,776
+656
+5% +$83.7K 0.06% 155
2018
Q3 		$1.65M Sell
12,120
-87
-0.7% -$12.4K 0.05% 164
2018
Q2 		$1.65M Buy
12,207
+201
+2% +$29.3K 0.06% 156
2018
Q1 		$1.82M Hold
12,006
– – 0.07% 139
2017
Q4 		$1.73M Sell
12,006
-167
-1% -$23.1K 0.06% 149
2017
Q3 		$1.64M Buy
12,173
+131
+1% +$16.8K 0.06% 150
2017
Q2 		$1.5M Sell
12,042
-250
-2% -$30.2K 0.06% 159
2017
Q1 		$1.48M Buy
12,292
+423
+4% +$51.8K 0.06% 158
2016
Q4 		$1.39M Sell
11,869
-515
-4% -$53.5K 0.06% 159
2016
Q3 		$1.12M Sell
12,384
-365
-3% -$31.3K 0.05% 171
2016
Q2 		$1.04M Sell
12,749
-74
-0.6% -$6.36K 0.05% 170
2016
Q1 		$1.08M Sell
12,823
-1,586
-11% -$135K 0.05% 169
2015
Q4 		$1.37M Buy
14,409
+746
+5% +$69.3K 0.06% 155
2015
Q3 		$1.22M Buy
13,663
+579
+4% +$54.5K 0.06% 170
2015
Q2 		$1.25M Buy
13,084
+1,721
+15% +$163K 0.06% 176
2015
Q1 		$1.06M Sell
11,363
-2,424
-18% -$219K 0.05% 184
2014
Q4 		$1.26M Buy
13,787
+50
+0.4% +$4.33K 0.06% 155
2014
Q3 		$1.18M Buy
13,737
+1,779
+15% +$151K 0.06% 174
2014
Q2 		$1.07M Sell
11,958
-1,717
-13% -$147K 0.06% 179
2014
Q1 		$1.19M Buy
13,675
+1,549
+13% +$126K 0.07% 167
2013
Q4 		$941K Buy
12,126
+1,938
+19% +$145K 0.05% 198
2013
Q3 		$736K Buy
10,188
+150
+1% +$11.2K 0.04% 234
2013
Q2 		$731K Buy
+10,038
New +$695K 0.04% 238

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 $298B AUM 21.96% 1-Year Est. Return

Evercore Wealth Management's PNC Position: Q1 2026 in Review

Evercore Wealth Management reduced its PNC Financial Services (PNC) stake by 3.1% in Q1 2026, selling an estimated $54.9K and leaving 7,880 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #170.

Evercore Wealth Management first reported a position in PNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.2M in Q4 2019. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Evercore Wealth Management held 7,880 shares of PNC Financial Services worth $1.64M as of Q1 2026.
  • Evercore Wealth Management sold 252 PNC Financial Services shares in Q1 2026, an estimated $54.9K.
  • PNC Financial Services made up 0.03% of Evercore Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Evercore Wealth Management first reported a position in PNC Financial Services in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's PNC Financial Services position peaked at $2.2M in Q4 2019.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.