Global Wealth Management Investment Advisory’s PNC Financial Services PNC Stock Holding History

Global Wealth Management Investment 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 Q2	$245K	Hold	997	–	–	0.03%	148
2026 Q1	$207K	Buy	+997	New	+$217K	0.03%	155
2024 Q1	–	Sell	-50	Closed	-$7.74K	–	356
2023 Q4	$7.74K	Hold	50	–	–	﹤0.01%	304
2023 Q3	$6.14K	Hold	50	–	–	﹤0.01%	325
2023 Q2	$6.3K	Buy	+50	New	+$6.11K	﹤0.01%	328
2022 Q3	–	Sell	-70	Closed	-$11K	–	383
2022 Q2	$11K	Hold	70	–	–	﹤0.01%	280
2022 Q1	$13K	Hold	70	–	–	﹤0.01%	296
2021 Q4	$14K	Hold	70	–	–	﹤0.01%	283
2021 Q3	$14K	Hold	70	–	–	﹤0.01%	286
2021 Q2	$13K	Hold	70	–	–	﹤0.01%	276
2021 Q1	$12K	Hold	70	–	–	﹤0.01%	294
2020 Q4	$10K	Hold	70	–	–	﹤0.01%	282
2020 Q3	$8K	Hold	70	–	–	﹤0.01%	293
2020 Q2	$7K	Hold	70	–	–	﹤0.01%	395
2020 Q1	$7K	Hold	70	–	–	﹤0.01%	384
2019 Q4	$11K	Sell	70 -32	-31%	-$4.8K	﹤0.01%	347
2019 Q3	$14K	Sell	102 -36	-26%	-$4.88K	0.01%	286
2019 Q2	$19K	Sell	138 -107	-44%	-$14.1K	0.01%	283
2019 Q1	$30K	Sell	245 -336	-58%	-$41.6K	0.02%	263
2018 Q4	$68K	Buy	+581	New	+$74.2K	0.04%	203

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's PNC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory held its PNC Financial Services (PNC) position steady in Q2 2026 at 997 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #148.

Global Wealth Management Investment Advisory first reported a position in PNC in Q4 2018 and has held it in 20 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Global Wealth Management Investment Advisory held 997 shares of PNC Financial Services worth $245K as of Q2 2026.
Global Wealth Management Investment Advisory left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #148 holding.
Global Wealth Management Investment Advisory first reported a position in PNC Financial Services in Q4 2018 and has held it in 20 quarters since.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.