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Genesis Private Wealth’s PNC Financial Services PNC Stock Holding History

Genesis Private Wealth’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 		$432K Sell
1,755
-379
-18% -$84.9K 0.12% 97
2026
Q1 		$444K Buy
2,134
+281
+15% +$61.2K 0.14% 91
2025
Q4 		$387K Buy
1,853
+44
+2% +$8.49K 0.12% 104
2025
Q3 		$364K Sell
1,809
-201
-10% -$39.8K 0.15% 80
2025
Q2 		$375K Sell
2,010
-69
-3% -$11.7K 0.18% 69
2025
Q1 		$365K Buy
2,079
+767
+58% +$145K 0.19% 64
2024
Q4 		$253K Buy
+1,312
New +$258K 0.14% 96

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Genesis Private Wealth's PNC Position: Q2 2026 in Review

Genesis Private Wealth reduced its PNC Financial Services (PNC) stake by 18% in Q2 2026, selling an estimated $84.9K and leaving 1,755 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #97.

Genesis Private Wealth first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q1 2026. 455 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Genesis Private Wealth held 1,755 shares of PNC Financial Services worth $432K as of Q2 2026.
  • Genesis Private Wealth sold 379 PNC Financial Services shares in Q2 2026, an estimated $84.9K.
  • PNC Financial Services made up 0.12% of Genesis Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Genesis Private Wealth first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's PNC Financial Services position peaked at $444K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.