FWP
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Falcon Wealth Planning’s PNC Financial Services PNC Stock Holding History

Falcon Wealth Planning’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 		$812K Sell
3,297
-170
-5% -$38.1K 0.05% 112
2026
Q1 		$721K Buy
3,467
+29
+0.8% +$6.31K 0.05% 105
2025
Q4 		$718K Buy
3,438
+579
+20% +$112K 0.06% 98
2025
Q3 		$574K Buy
+2,859
New +$565K 0.05% 103

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Falcon Wealth Planning's PNC Position: Q2 2026 in Review

Falcon Wealth Planning reduced its PNC Financial Services (PNC) stake by 4.9% in Q2 2026, selling an estimated $38.1K and leaving 3,297 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #112.

Falcon Wealth Planning first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. 2,030 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Falcon Wealth Planning held 3,297 shares of PNC Financial Services worth $812K as of Q2 2026.
  • Falcon Wealth Planning sold 170 PNC Financial Services shares in Q2 2026, an estimated $38.1K.
  • PNC Financial Services made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #112 holding.
  • Falcon Wealth Planning first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 2,030 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.