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Guardian Wealth Advisors (North Carolina)’s PNC Financial Services PNC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$438K Sell
2,107
-47
-2% -$10.2K 0.03% 231
2025
Q4 		$450K Sell
2,154
-5
-0.2% -$965 0.03% 232
2025
Q3 		$434K Sell
2,159
-6
-0.3% -$1.19K 0.03% 232
2025
Q2 		$404K Sell
2,165
-55
-2% -$9.31K 0.03% 221
2025
Q1 		$390K Buy
2,220
+2
+0.1% +$378 0.03% 214
2024
Q4 		$428K Buy
2,218
+80
+4% +$15.7K 0.03% 206
2024
Q3 		$395K Sell
2,138
-145
-6% -$25.4K 0.04% 188
2024
Q2 		$355K Sell
2,283
-3
-0.1% -$465 0.04% 185
2024
Q1 		$369K Sell
2,286
-664
-23% -$100K 0.05% 190
2023
Q4 		$457K Buy
2,950
+198
+7% +$25.6K 0.07% 142
2023
Q3 		$338K Buy
2,752
+30
+1% +$3.77K 0.06% 170
2023
Q2 		$343K Buy
2,722
+100
+4% +$12.2K 0.06% 159
2023
Q1 		$333K Sell
2,622
-136
-5% -$20.5K 0.06% 158
2022
Q4 		$436K Hold
2,758
– – 0.08% 123
2022
Q3 		$412K Sell
2,758
-73
-3% -$11.8K 0.08% 121
2022
Q2 		$447K Buy
2,831
+578
+26% +$96.9K 0.08% 116
2022
Q1 		$416K Sell
2,253
-702
-24% -$142K 0.18% 98
2021
Q4 		$593K Buy
+2,955
New +$601K 0.25% 67

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

Guardian Wealth Advisors (North Carolina)'s PNC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its PNC Financial Services (PNC) stake by 2.2% in Q1 2026, selling an estimated $10.2K and leaving 2,107 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #231.

Guardian Wealth Advisors (North Carolina) first reported a position in PNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $593K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,107 shares of PNC Financial Services worth $438K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 47 PNC Financial Services shares in Q1 2026, an estimated $10.2K.
  • PNC Financial Services made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #231 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in PNC Financial Services in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s PNC Financial Services position peaked at $593K in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.