EWM
PNC icon

Evermay Wealth Management’s PNC Financial Services PNC Stock Holding History

Evermay 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 		$28.7K Hold
138
– – ﹤0.01% 359
2025
Q4 		$28.8K Hold
138
– – ﹤0.01% 357
2025
Q3 		$27.7K Hold
138
– – ﹤0.01% 367
2025
Q2 		$25.7K Hold
138
– – ﹤0.01% 373
2025
Q1 		$24.3K Hold
138
– – ﹤0.01% 373
2024
Q4 		$26.6K Hold
138
– – ﹤0.01% 363
2024
Q3 		$25.5K Sell
138
-36
-21% -$6.31K ﹤0.01% 382
2024
Q2 		$27.1K Hold
174
– – ﹤0.01% 389
2024
Q1 		$28.1K Sell
174
-168
-49% -$25.3K ﹤0.01% 398
2023
Q4 		$53K Sell
342
-1,056
-76% -$137K 0.01% 323
2023
Q3 		$172K Hold
1,398
– – 0.04% 178
2023
Q2 		$176K Sell
1,398
-531
-28% -$64.9K 0.03% 187
2023
Q1 		$245K Sell
1,929
-152
-7% -$22.9K 0.05% 153
2022
Q4 		$329K Sell
2,081
-100
-5% -$15.7K 0.07% 128
2022
Q3 		$326K Sell
2,181
-30
-1% -$4.86K 0.06% 125
2022
Q2 		$349K Sell
2,211
-118
-5% -$19.8K 0.07% 121
2022
Q1 		$430K Buy
2,329
+60
+3% +$12.1K 0.07% 122
2021
Q4 		$455K Buy
2,269
+25
+1% +$5.09K 0.08% 102
2021
Q3 		$439K Buy
2,244
+58
+3% +$11K 0.09% 95
2021
Q2 		$417K Sell
2,186
-115
-5% -$21.6K 0.08% 109
2021
Q1 		$404K Hold
2,301
– – 0.08% 112
2020
Q4 		$343K Hold
2,301
– – 0.08% 124
2020
Q3 		$253K Hold
2,301
– – 0.06% 136
2020
Q2 		$242K Sell
2,301
-310
-12% -$32.7K 0.06% 133
2020
Q1 		$250K Sell
2,611
-360
-12% -$48.4K 0.08% 118
2019
Q4 		$474K Buy
2,971
+185
+7% +$27.8K 0.12% 92
2019
Q3 		$390K Sell
2,786
-164
-6% -$22.2K 0.11% 97
2019
Q2 		$405K Sell
2,950
-690
-19% -$91.2K 0.11% 93
2019
Q1 		$446K Buy
3,640
+570
+19% +$70.6K 0.13% 82
2018
Q4 		$359K Buy
3,070
+375
+14% +$47.9K 0.12% 86
2018
Q3 		$367K Sell
2,695
-20
-0.7% -$2.84K 0.11% 97
2018
Q2 		$367K Sell
2,715
-111
-4% -$16.2K 0.12% 90
2018
Q1 		$427K Sell
2,826
-1,743
-38% -$271K 0.15% 80
2017
Q4 		$659K Sell
4,569
-120
-3% -$16.6K 0.24% 51
2017
Q3 		$632K Hold
4,689
– – 0.27% 34
2017
Q2 		$586K Sell
4,689
-130
-3% -$15.7K 0.26% 33
2017
Q1 		$579K Buy
4,819
+1,591
+49% +$195K 0.26% 37
2016
Q4 		$378K Hold
3,228
– – 0.18% 43
2016
Q3 		$291K Buy
3,228
+111
+4% +$9.53K 0.15% 56
2016
Q2 		$254K Hold
3,117
– – 0.13% 62
2016
Q1 		$264K Hold
3,117
– – 0.15% 61
2015
Q4 		$297K Buy
3,117
+692
+29% +$64.3K 0.17% 51
2015
Q3 		$216K Buy
2,425
+113
+5% +$10.6K 0.13% 76
2015
Q2 		$221K Hold
2,312
– – 0.13% 76
2015
Q1 		$216K Buy
+2,312
New +$209K 0.13% 79

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

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

Evermay Wealth Management held its PNC Financial Services (PNC) position steady in Q1 2026 at 138 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Evermay Wealth Management first reported a position in PNC in Q1 2015 and has held it in 45 quarters since. The position peaked at $659K in Q4 2017. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Evermay Wealth Management held 138 shares of PNC Financial Services worth $28.7K as of Q1 2026.
  • Evermay Wealth Management left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #359 holding.
  • Evermay Wealth Management first reported a position in PNC Financial Services in Q1 2015 and has held it in 45 quarters since.
  • Evermay Wealth Management's PNC Financial Services position peaked at $659K in Q4 2017.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.