Gen-Wealth Partners’s PNC Financial Services PNC Stock Holding History

Gen-Wealth Partners’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	$134K	Sell	642 -44	-6%	-$9.58K	0.04%	296
2025 Q4	$143K	Sell	686 -7	-1%	-$1.35K	0.05%	292
2025 Q3	$139K	Sell	693 -46	-6%	-$9.1K	0.05%	281
2025 Q2	$138K	Sell	739 -14	-2%	-$2.37K	0.05%	255
2025 Q1	$132K	Sell	753 -219	-23%	-$41.3K	0.06%	246
2024 Q4	$187K	Sell	972 -60	-6%	-$11.8K	0.08%	218
2024 Q3	$196K	Sell	1,032 -22	-2%	-$3.86K	0.09%	216
2024 Q2	$164K	Sell	1,054 -3,307	-76%	-$513K	0.08%	229
2024 Q1	$705K	Buy	+4,361	New	+$657K	0.35%	65

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

Gen-Wealth Partners's PNC Position: Q1 2026 in Review

Gen-Wealth Partners reduced its PNC Financial Services (PNC) stake by 6.4% in Q1 2026, selling an estimated $9.58K and leaving 642 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #296.

Gen-Wealth Partners first reported a position in PNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $705K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Gen-Wealth Partners held 642 shares of PNC Financial Services worth $134K as of Q1 2026.
Gen-Wealth Partners sold 44 PNC Financial Services shares in Q1 2026, an estimated $9.58K.
PNC Financial Services made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #296 holding.
Gen-Wealth Partners first reported a position in PNC Financial Services in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's PNC Financial Services position peaked at $705K in Q1 2024.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.