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Everhart Financial Group’s PNC Financial Services PNC Stock Holding History

Everhart Financial 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
Q2 		$291K Sell
1,181
-313
-21% -$70.1K 0.02% 378
2026
Q1 		$311K Buy
1,494
+262
+21% +$57K 0.03% 348
2025
Q4 		$257K Buy
1,232
+155
+14% +$29.9K 0.02% 359
2025
Q3 		$216K Buy
+1,077
New +$213K 0.02% 369

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Everhart Financial Group's PNC Position: Q2 2026 in Review

Everhart Financial Group reduced its PNC Financial Services (PNC) stake by 21% in Q2 2026, selling an estimated $70.1K and leaving 1,181 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #378.

Everhart Financial Group first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $311K in Q1 2026. 407 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Everhart Financial Group held 1,181 shares of PNC Financial Services worth $291K as of Q2 2026.
  • Everhart Financial Group sold 313 PNC Financial Services shares in Q2 2026, an estimated $70.1K.
  • PNC Financial Services made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #378 holding.
  • Everhart Financial Group first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's PNC Financial Services position peaked at $311K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.