Grant Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Grant Private Wealth 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 Q2	$257K	Hold	1,042	–	–	0.11%	141
2026 Q1	$217K	Sell	1,042 -21	-2%	-$4.57K	0.12%	144
2025 Q4	$222K	Hold	1,063	–	–	0.13%	125
2025 Q3	$214K	Buy	+1,063	New	+$210K	0.13%	130
2025 Q2	–	Sell	-1,168	Closed	-$205K	–	124
2025 Q1	$205K	Sell	1,168 -90	-7%	-$17K	0.22%	114
2024 Q4	$243K	Buy	+1,258	New	+$247K	0.26%	99

Other funds holding PNC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Grant Private Wealth Management's PNC Position: Q2 2026 in Review

Grant Private Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,042 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #141.

Grant Private Wealth Management first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Grant Private Wealth Management held 1,042 shares of PNC Financial Services worth $257K as of Q2 2026.
Grant Private Wealth Management left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #141 holding.
Grant Private Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.