Golden State Wealth Management’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$177K Buy
718
+73
+11% +$16.3K 0.02% 438
2026
Q1
$134K Buy
645
+83
+15% +$18.1K 0.01% 446
2025
Q4
$117K Sell
562
-14
-2% -$2.7K 0.01% 488
2025
Q3
$116K Buy
576
+187
+48% +$37K 0.01% 476
2025
Q2
$72.5K Buy
389
+48
+14% +$8.12K 0.01% 563
2025
Q1
$59.9K Sell
341
-32
-9% -$6.04K 0.01% 558
2024
Q4
$71.9K Buy
+373
New +$73.3K 0.01% 502
2022
Q1
Sell
-1,314
Closed -$263K 348
2021
Q4
$263K Buy
+1,314
New +$267K 0.05% 311
2021
Q1
Sell
-1,382
Closed -$206K 229
2020
Q4
$206K Buy
+1,382
New +$177K 0.06% 231
2020
Q2
Sell
-313
Closed -$30K 702
2020
Q1
$30K Buy
+313
New +$42K 0.01% 441
2019
Q4
Sell
-383
Closed -$54K 692
2019
Q3
$54K Buy
383
+317
+480% +$43K 0.02% 410
2019
Q2
$9K Hold
66
﹤0.01% 775
2019
Q1
$8K Buy
+66
New +$8.17K ﹤0.01% 819

Other funds holding PNC

Golden State Wealth Management's PNC Position: Q2 2026 in Review

Golden State Wealth Management increased its PNC Financial Services (PNC) stake by 11% in Q2 2026, buying an estimated $16.3K and bringing the position to 718 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #438.

Golden State Wealth Management first reported a position in PNC in Q1 2019 and has held it in 13 quarters since. The position peaked at $263K in Q4 2021. 663 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Golden State Wealth Management held 718 shares of PNC Financial Services worth $177K as of Q2 2026.
  • Golden State Wealth Management bought 73 PNC Financial Services shares in Q2 2026, an estimated $16.3K.
  • PNC Financial Services made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Golden State Wealth Management first reported a position in PNC Financial Services in Q1 2019 and has held it in 13 quarters since.
  • Golden State Wealth Management's PNC Financial Services position peaked at $263K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.