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Everpar Advisors’s PNC Financial Services PNC Stock Holding History

Everpar Advisors’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 		$736K Buy
2,988
+142
+5% +$31.8K 0.21% 102
2026
Q1 		$592K Sell
2,846
-70
-2% -$15.2K 0.2% 110
2025
Q4 		$609K Sell
2,916
-888
-23% -$171K 0.23% 97
2025
Q3 		$764K Buy
3,804
+160
+4% +$31.6K 0.3% 72
2025
Q2 		$679K Sell
3,644
-89
-2% -$15.1K 0.31% 72
2025
Q1 		$656K Sell
3,733
-656
-15% -$124K 0.35% 65
2024
Q4 		$846K Buy
4,389
+77
+2% +$15.1K 0.43% 46
2024
Q3 		$797K Sell
4,312
-815
-16% -$143K 0.41% 54
2024
Q2 		$797K Buy
5,127
+309
+6% +$47.9K 0.4% 56
2024
Q1 		$779K Sell
4,818
-2,265
-32% -$341K 0.47% 53
2023
Q4 		$1.1M Buy
+7,083
New +$917K 0.51% 46

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's PNC Position: Q2 2026 in Review

Everpar Advisors increased its PNC Financial Services (PNC) stake by 5% in Q2 2026, buying an estimated $31.8K and bringing the position to 2,988 shares worth $736K. The position accounts for 0.21% of the portfolio, ranked #102.

Everpar Advisors first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2023. 356 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Everpar Advisors held 2,988 shares of PNC Financial Services worth $736K as of Q2 2026.
  • Everpar Advisors bought 142 PNC Financial Services shares in Q2 2026, an estimated $31.8K.
  • PNC Financial Services made up 0.21% of Everpar Advisors's portfolio in Q2 2026, its #102 holding.
  • Everpar Advisors first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's PNC Financial Services position peaked at $1.1M in Q4 2023.
  • 356 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.