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

Fortem 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 		$1.03M Sell
4,191
-191
-4% -$42.8K 0.21% 85
2026
Q1 		$912K Buy
4,382
+153
+4% +$33.3K 0.23% 84
2025
Q4 		$883K Sell
4,229
-464
-10% -$89.6K 0.24% 83
2025
Q3 		$943K Sell
4,693
-234
-5% -$46.3K 0.27% 79
2025
Q2 		$919K Sell
4,927
-1,500
-23% -$254K 0.3% 77
2025
Q1 		$1.13M Sell
6,427
-902
-12% -$170K 0.44% 68
2024
Q4 		$1.41M Buy
7,329
+114
+2% +$22.4K 0.55% 48
2024
Q3 		$1.33M Sell
7,215
-2,433
-25% -$427K 0.54% 51
2024
Q2 		$1.5M Sell
9,648
-36
-0.4% -$5.58K 0.64% 44
2024
Q1 		$1.56M Buy
9,684
+768
+9% +$116K 0.69% 42
2023
Q4 		$1.38M Sell
8,916
-976
-10% -$126K 0.69% 42
2023
Q3 		$1.21M Sell
9,892
-1,642
-14% -$207K 0.71% 39
2023
Q2 		$1.45M Buy
11,534
+1,907
+20% +$233K 0.86% 32
2023
Q1 		$1.22M Buy
9,627
+3,429
+55% +$517K 0.8% 38
2022
Q4 		$979K Sell
6,198
-448
-7% -$70.5K 0.57% 61
2022
Q3 		$993K Buy
6,646
+202
+3% +$32.7K 0.69% 47
2022
Q2 		$1.02M Sell
6,444
-1,631
-20% -$273K 0.66% 48
2022
Q1 		$1.49M Sell
8,075
-844
-9% -$171K 0.65% 64
2021
Q4 		$1.79M Buy
8,919
+197
+2% +$40.1K 0.82% 44
2021
Q3 		$1.71M Buy
8,722
+120
+1% +$22.7K 0.86% 40
2021
Q2 		$1.64M Buy
8,602
+455
+6% +$85.4K 0.83% 41
2021
Q1 		$1.43M Sell
8,147
-163
-2% -$26.9K 0.83% 41
2020
Q4 		$1.24M Sell
8,310
-130
-2% -$16.6K 0.74% 44
2020
Q3 		$928K Buy
8,440
+2,879
+52% +$310K 0.67% 55
2020
Q2 		$585K Sell
5,561
-1,382
-20% -$146K 0.45% 77
2020
Q1 		$665K Buy
6,943
+1,458
+27% +$196K 0.61% 64
2019
Q4 		$876K Buy
5,485
+994
+22% +$149K 0.65% 62
2019
Q3 		$629K Buy
4,491
+2,990
+199% +$406K 0.54% 68
2019
Q2 		$206K Buy
+1,501
New +$198K 0.21% 120

Other funds holding PNC

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

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

Fortem Financial Group reduced its PNC Financial Services (PNC) stake by 4.4% in Q2 2026, selling an estimated $42.8K and leaving 4,191 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #85.

Fortem Financial Group first reported a position in PNC in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.79M in Q4 2021. 756 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Fortem Financial Group held 4,191 shares of PNC Financial Services worth $1.03M as of Q2 2026.
  • Fortem Financial Group sold 191 PNC Financial Services shares in Q2 2026, an estimated $42.8K.
  • PNC Financial Services made up 0.21% of Fortem Financial Group's portfolio in Q2 2026, its #85 holding.
  • Fortem Financial Group first reported a position in PNC Financial Services in Q2 2019 and has held it in 29 quarters since.
  • Fortem Financial Group's PNC Financial Services position peaked at $1.79M in Q4 2021.
  • 756 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.