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GoalVest Advisory’s PNC Financial Services PNC Stock Holding History

GoalVest 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 		$2.96K Buy
+12
New +$2.69K ﹤0.01% 424
2022
Q2 		– Sell
-17
Closed -$3K – 483
2022
Q1 		$3K Buy
+17
New +$3.44K ﹤0.01% 281

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's PNC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in PNC Financial Services (PNC) in Q2 2026: 12 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in PNC as recently as Q1 2022.

GoalVest Advisory first reported a position in PNC in Q1 2022 and has held it in 2 quarters since. The position peaked at $3K in Q1 2022. 356 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • GoalVest Advisory held 12 shares of PNC Financial Services worth $2.96K as of Q2 2026.
  • PNC Financial Services was a new GoalVest Advisory position in Q2 2026.
  • PNC Financial Services made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #424 holding.
  • GoalVest Advisory first reported a position in PNC Financial Services in Q1 2022 and has held it in 2 quarters since.
  • GoalVest Advisory's PNC Financial Services position peaked at $3K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.