Francis Financial’s PNC Financial Services PNC Stock Holding History

Francis Financial’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	$518K	Buy	2,491 +36	+1%	+$7.84K	0.1%	65
2025 Q4	$512K	Sell	2,455 -13	-0.5%	-$2.51K	0.1%	66
2025 Q3	$524K	Buy	2,468 +25	+1%	+$4.95K	0.09%	70
2025 Q2	$455K	Sell	2,443 -9	-0.4%	-$1.52K	0.1%	62
2025 Q1	$431K	Sell	2,452 -113	-4%	-$21.3K	0.1%	56
2024 Q4	$470K	Buy	2,565 +132	+5%	+$25.9K	0.12%	58
2024 Q3	$450K	Buy	2,433 +7	+0.3%	+$1.23K	0.12%	57
2024 Q2	$377K	Buy	2,426 +95	+4%	+$14.7K	0.11%	57
2024 Q1	$377K	Sell	2,331 -195	-8%	-$29.4K	0.12%	51
2023 Q4	$391K	Buy	+2,526	New	+$327K	0.17%	41

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Francis Financial's PNC Position: Q1 2026 in Review

Francis Financial increased its PNC Financial Services (PNC) stake by 1.5% in Q1 2026, buying an estimated $7.84K and bringing the position to 2,491 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #65.

Francis Financial first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $524K in Q3 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Francis Financial held 2,491 shares of PNC Financial Services worth $518K as of Q1 2026.
Francis Financial bought 36 PNC Financial Services shares in Q1 2026, an estimated $7.84K.
PNC Financial Services made up 0.1% of Francis Financial's portfolio in Q1 2026, its #65 holding.
Francis Financial first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
Francis Financial's PNC Financial Services position peaked at $524K in Q3 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.