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Gladstone Institutional Advisory’s PNC Financial Services PNC Stock Holding History

Gladstone Institutional Advisory’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 		$2.19M Buy
10,543
+4,005
+61% +$872K 0.08% 252
2025
Q4 		$1.36M Sell
6,538
-94
-1% -$18.1K 0.05% 313
2025
Q3 		$1.33M Buy
6,632
+206
+3% +$40.7K 0.05% 314
2025
Q2 		$1.2M Buy
6,426
+11
+0.2% +$1.86K 0.05% 317
2025
Q1 		$1.13M Sell
6,415
-2,479
-28% -$468K 0.05% 314
2024
Q4 		$1.72M Buy
8,894
+1,550
+21% +$305K 0.08% 252
2024
Q3 		$1.36M Sell
7,344
-435
-6% -$76.3K 0.07% 281
2024
Q2 		$1.21M Buy
7,779
+34
+0.4% +$5.27K 0.06% 283
2024
Q1 		$1.25M Sell
7,745
-1,130
-13% -$170K 0.07% 273
2023
Q4 		$1.37M Sell
8,875
-229
-3% -$29.6K 0.08% 248
2023
Q3 		$1.12M Buy
9,104
+1,129
+14% +$142K 0.07% 248
2023
Q2 		$1M Buy
7,975
+144
+2% +$17.6K 0.06% 277
2023
Q1 		$995K Sell
7,831
-737
-9% -$111K 0.06% 288
2022
Q4 		$1.35M Sell
8,568
-633
-7% -$99.6K 0.1% 238
2022
Q3 		$1.38M Buy
9,201
+1,019
+12% +$165K 0.11% 223
2022
Q2 		$1.29M Buy
8,182
+231
+3% +$38.7K 0.1% 229
2022
Q1 		$1.47M Buy
7,951
+148
+2% +$29.9K 0.1% 229
2021
Q4 		$1.56M Buy
7,803
+4,238
+119% +$862K 0.12% 217
2021
Q3 		$697K Sell
3,565
-3,248
-48% -$614K 0.07% 269
2021
Q2 		$1.3M Buy
+6,813
New +$1.28M 0.15% 154
2020
Q1 		– Sell
-1,388
Closed -$221K – 308
2019
Q4 		$221K Buy
+1,388
New +$208K 0.05% 245

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gladstone Institutional Advisory's PNC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its PNC Financial Services (PNC) stake by 61% in Q1 2026, buying an estimated $872K and bringing the position to 10,543 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #252.

Gladstone Institutional Advisory first reported a position in PNC in Q4 2019 and has held it in 21 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Gladstone Institutional Advisory held 10,543 shares of PNC Financial Services worth $2.19M as of Q1 2026.
  • Gladstone Institutional Advisory bought 4,005 PNC Financial Services shares in Q1 2026, an estimated $872K.
  • PNC Financial Services made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #252 holding.
  • Gladstone Institutional Advisory first reported a position in PNC Financial Services in Q4 2019 and has held it in 21 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.