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Forvis Mazars Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Forvis Mazars 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
Q1 		$751K Sell
3,608
-226
-6% -$49.2K 0.01% 239
2025
Q4 		$800K Buy
3,834
+56
+1% +$10.8K 0.02% 231
2025
Q3 		$759K Sell
3,778
-1,248
-25% -$247K 0.02% 234
2025
Q2 		$937K Buy
5,026
+401
+9% +$67.9K 0.02% 213
2025
Q1 		$813K Buy
4,625
+1,225
+36% +$231K 0.02% 221
2024
Q4 		$656K Sell
3,400
-57
-2% -$11.2K 0.02% 270
2024
Q3 		$639K Buy
3,457
+15
+0.4% +$2.63K 0.01% 280
2024
Q2 		$535K Buy
3,442
+116
+3% +$18K 0.01% 279
2024
Q1 		$537K Buy
3,326
+662
+25% +$99.8K 0.01% 280
2023
Q4 		$413K Sell
2,664
-75
-3% -$9.71K 0.01% 300
2023
Q3 		$336K Sell
2,739
-1,837
-40% -$231K 0.01% 315
2023
Q2 		$576K Buy
4,576
+1,711
+60% +$209K 0.02% 275
2023
Q1 		$364K Sell
2,865
-247
-8% -$37.2K 0.01% 305
2022
Q4 		$492K Sell
3,112
-38
-1% -$5.98K 0.02% 262
2022
Q3 		$471K Hold
3,150
– – 0.02% 260
2022
Q2 		$497K Buy
3,150
+196
+7% +$32.9K 0.02% 253
2022
Q1 		$545K Buy
2,954
+330
+13% +$66.7K 0.02% 183
2021
Q4 		$526K Hold
2,624
– – 0.02% 179
2021
Q3 		$513K Sell
2,624
-30
-1% -$5.67K 0.02% 179
2021
Q2 		$506K Sell
2,654
-22
-0.8% -$4.13K 0.02% 172
2021
Q1 		$469K Sell
2,676
-1,109
-29% -$183K 0.02% 177
2020
Q4 		$564K Sell
3,785
-57
-1% -$7.28K 0.03% 207
2020
Q3 		$422K Buy
3,842
+89
+2% +$9.57K 0.02% 221
2020
Q2 		$395K Buy
3,753
+24
+0.6% +$2.53K 0.03% 219
2020
Q1 		$357K Buy
3,729
+1,259
+51% +$169K 0.03% 208
2019
Q4 		$394K Buy
2,470
+436
+21% +$65.5K 0.03% 214
2019
Q3 		$285K Buy
2,034
+16
+0.8% +$2.17K 0.02% 228
2019
Q2 		$277K Sell
2,018
-44
-2% -$5.82K 0.02% 224
2019
Q1 		$253K Buy
2,062
+21
+1% +$2.6K 0.02% 228
2018
Q4 		$239K Sell
2,041
-27
-1% -$3.45K 0.02% 203
2018
Q3 		$282K Sell
2,068
-1
-0% -$142 0.02% 197
2018
Q2 		$280K Sell
2,069
-23
-1% -$3.35K 0.03% 201
2018
Q1 		$316K Sell
2,092
-237
-10% -$36.8K 0.03% 189
2017
Q4 		$336K Buy
2,329
+33
+1% +$4.56K 0.03% 187
2017
Q3 		$309K Sell
2,296
-459
-17% -$58.9K 0.03% 182
2017
Q2 		$344K Buy
2,755
+811
+42% +$97.8K 0.04% 175
2017
Q1 		$234K Sell
1,944
-74
-4% -$9.06K 0.03% 197
2016
Q4 		$236K Buy
+2,018
New +$210K 0.03% 185
2016
Q1 		– Sell
-4,190
Closed -$399K – 199
2015
Q4 		$399K Sell
4,190
-48
-1% -$4.46K 0.06% 123
2015
Q3 		$378K Buy
4,238
+1,966
+87% +$185K 0.07% 119
2015
Q2 		$217K Buy
2,272
+62
+3% +$5.86K 0.03% 173
2015
Q1 		$206K Buy
+2,210
New +$200K 0.03% 181

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PNC Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its PNC Financial Services (PNC) stake by 5.9% in Q1 2026, selling an estimated $49.2K and leaving 3,608 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #239.

Forvis Mazars Wealth Advisors first reported a position in PNC in Q1 2015 and has held it in 42 quarters since. The position peaked at $937K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,608 shares of PNC Financial Services worth $751K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 226 PNC Financial Services shares in Q1 2026, an estimated $49.2K.
  • PNC Financial Services made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #239 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PNC Financial Services in Q1 2015 and has held it in 42 quarters since.
  • Forvis Mazars Wealth Advisors's PNC Financial Services position peaked at $937K in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.