EWA
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EverSource Wealth Advisors’s PNC Financial Services PNC Stock Holding History

EverSource Wealth 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 		$1.71M Sell
6,963
-1,286
-16% -$288K 0.06% 246
2026
Q1 		$1.72M Buy
8,249
+899
+12% +$196K 0.05% 248
2025
Q4 		$1.53M Buy
7,350
+427
+6% +$82.4K 0.06% 243
2025
Q3 		$1.39M Buy
6,923
+1,088
+19% +$215K 0.06% 233
2025
Q2 		$1.09M Buy
5,835
+3,371
+137% +$570K 0.05% 256
2025
Q1 		$433K Buy
2,464
+619
+34% +$117K 0.02% 418
2024
Q4 		$356K Sell
1,845
-204
-10% -$40.1K 0.02% 458
2024
Q3 		$379K Buy
2,049
+10
+0.5% +$1.75K 0.02% 388
2024
Q2 		$369K Buy
2,039
+55
+3% +$8.53K 0.02% 381
2024
Q1 		$304K Buy
1,984
+1,103
+125% +$166K 0.02% 372
2023
Q4 		$136K Sell
881
-88
-9% -$11.4K 0.01% 542
2023
Q3 		$119K Buy
969
+14
+1% +$1.76K 0.01% 511
2023
Q2 		$120K Buy
955
+439
+85% +$53.7K 0.01% 521
2023
Q1 		$65.6K Sell
516
-230
-31% -$34.7K 0.01% 684
2022
Q4 		$118K Sell
746
-78
-9% -$12.3K 0.02% 459
2022
Q3 		$122K Sell
824
-43
-5% -$6.97K 0.03% 380
2022
Q2 		$138K Sell
867
-337
-28% -$56.5K 0.04% 311
2022
Q1 		$221K Buy
1,204
+91
+8% +$18.4K 0.06% 245
2021
Q4 		$223K Buy
+1,113
New +$226K 0.06% 213

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

EverSource Wealth Advisors's PNC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PNC Financial Services (PNC) stake by 16% in Q2 2026, selling an estimated $288K and leaving 6,963 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #246.

EverSource Wealth Advisors first reported a position in PNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2026. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • EverSource Wealth Advisors held 6,963 shares of PNC Financial Services worth $1.71M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,286 PNC Financial Services shares in Q2 2026, an estimated $288K.
  • PNC Financial Services made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • EverSource Wealth Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PNC Financial Services position peaked at $1.72M in Q1 2026.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.