GeoWealth Management’s PNC Financial Services PNC Stock Holding History

GeoWealth Management’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	$677K	Sell	3,255 -162	-5%	-$35.3K	0.02%	396
2025 Q4	$713K	Sell	3,417 -515	-13%	-$99.4K	0.03%	360
2025 Q3	$790K	Buy	3,932 +232	+6%	+$45.9K	0.03%	353
2025 Q2	$690K	Sell	3,700 -1,448	-28%	-$245K	0.03%	332
2025 Q1	$905K	Sell	5,148 -360	-7%	-$68K	0.04%	293
2024 Q4	$1.06M	Buy	5,508 +755	+16%	+$148K	0.03%	282
2024 Q3	$879K	Sell	4,753 -57	-1%	-$10K	0.03%	330
2024 Q2	$748K	Buy	4,810 +243	+5%	+$37.7K	0.03%	333
2024 Q1	$738K	Buy	4,567 +835	+22%	+$126K	0.03%	352
2023 Q4	$578K	Buy	+3,732	New	+$483K	0.05%	305
2022 Q1	–	Sell	-40	Closed	-$8K	–	414
2021 Q4	$8K	Buy	+40	New	+$8.14K	﹤0.01%	372

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

GeoWealth Management's PNC Position: Q1 2026 in Review

GeoWealth Management reduced its PNC Financial Services (PNC) stake by 4.7% in Q1 2026, selling an estimated $35.3K and leaving 3,255 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #396.

GeoWealth Management first reported a position in PNC in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

GeoWealth Management held 3,255 shares of PNC Financial Services worth $677K as of Q1 2026.
GeoWealth Management sold 162 PNC Financial Services shares in Q1 2026, an estimated $35.3K.
PNC Financial Services made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #396 holding.
GeoWealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 11 quarters since.
GeoWealth Management's PNC Financial Services position peaked at $1.06M in Q4 2024.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.