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Forum Financial Management’s PNC Financial Services PNC Stock Holding History

Forum Financial 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 		– Sell
-6,786
Closed -$1.42M – 811
2025
Q4 		$1.42M Sell
6,786
-22
-0.3% -$4.25K 0.02% 184
2025
Q3 		$1.37M Buy
6,808
+390
+6% +$77.1K 0.02% 186
2025
Q2 		$1.2M Buy
6,418
+123
+2% +$20.8K 0.02% 185
2025
Q1 		$1.11M Sell
6,295
-70
-1% -$13.2K 0.02% 185
2024
Q4 		$1.23M Buy
6,365
+1,103
+21% +$217K 0.02% 175
2024
Q3 		$973K Sell
5,262
-13
-0.2% -$2.28K 0.02% 191
2024
Q2 		$820K Buy
5,275
+8
+0.2% +$1.24K 0.01% 208
2024
Q1 		$851K Sell
5,267
-45
-0.8% -$6.78K 0.01% 214
2023
Q4 		$822K Buy
5,312
+175
+3% +$22.7K 0.02% 188
2023
Q3 		$631K Buy
5,137
+1
+0% +$126 0.01% 226
2023
Q2 		$647K Buy
5,136
+117
+2% +$14.3K 0.01% 237
2023
Q1 		$638K Buy
5,019
+20
+0.4% +$3.02K 0.02% 212
2022
Q4 		$789K Sell
4,999
-29
-0.6% -$4.56K 0.03% 171
2022
Q3 		$751K Buy
5,028
+32
+0.6% +$5.18K 0.04% 148
2022
Q2 		$788K Buy
4,996
+165
+3% +$27.7K 0.04% 148
2022
Q1 		$891K Buy
4,831
+180
+4% +$36.4K 0.04% 144
2021
Q4 		$933K Buy
+4,651
New +$946K 0.05% 139

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forum Financial Management's PNC Position: Q1 2026 in Review

Forum Financial Management sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 6,786 shares — an estimated $1.42M sold.

Forum Financial Management first reported a position in PNC in Q4 2021 and held it in 17 quarters. The position peaked at $1.42M in Q4 2025. 1,924 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Forum Financial Management reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,786 PNC Financial Services shares in Q1 2026, an estimated $1.42M.
  • Forum Financial Management first reported a position in PNC Financial Services in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's PNC Financial Services position peaked at $1.42M in Q4 2025.
  • 1,924 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.