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FSM Wealth Advisors’s PNC Financial Services PNC Stock Holding History

FSM 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
Q2 		$791K Buy
3,211
+56
+2% +$12.5K 0.08% 131
2026
Q1 		$657K Buy
3,155
+143
+5% +$31.1K 0.08% 132
2025
Q4 		$629K Sell
3,012
-179
-6% -$34.6K 0.09% 136
2025
Q3 		$641K Buy
3,191
+201
+7% +$39.8K 0.09% 134
2025
Q2 		$587K Buy
+2,990
New +$506K 0.1% 134

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

FSM Wealth Advisors's PNC Position: Q2 2026 in Review

FSM Wealth Advisors increased its PNC Financial Services (PNC) stake by 1.8% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,211 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #131.

FSM Wealth Advisors first reported a position in PNC in Q2 2025 and has held it in 5 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • FSM Wealth Advisors held 3,211 shares of PNC Financial Services worth $791K as of Q2 2026.
  • FSM Wealth Advisors bought 56 PNC Financial Services shares in Q2 2026, an estimated $12.5K.
  • PNC Financial Services made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • FSM Wealth Advisors first reported a position in PNC Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.