HWM
PNC icon

HB Wealth Management’s PNC Financial Services PNC Stock Holding History

HB 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
Q1 		$11.3M Buy
54,330
+113
+0.2% +$24.6K 0.07% 147
2025
Q4 		$11.3M Buy
54,217
+60
+0.1% +$11.6K 0.07% 139
2025
Q3 		$10.9M Buy
54,157
+3,672
+7% +$726K 0.07% 137
2025
Q2 		$9.41M Sell
50,485
-648
-1% -$110K 0.07% 144
2025
Q1 		$8.99M Buy
51,133
+8,077
+19% +$1.52M 0.08% 142
2024
Q4 		$8.3M Buy
43,056
+5,182
+14% +$1.02M 0.08% 115
2024
Q3 		$7M Buy
37,874
+293
+0.8% +$51.4K 0.08% 130
2024
Q2 		$5.84M Buy
37,581
+2,435
+7% +$377K 0.07% 136
2024
Q1 		$5.68M Sell
35,146
-5,601
-14% -$844K 0.07% 140
2023
Q4 		$6.31M Sell
40,747
-1,182
-3% -$153K 0.09% 119
2023
Q3 		$5.15M Buy
41,929
+1,978
+5% +$249K 0.08% 125
2023
Q2 		$5.03M Buy
39,951
+4,616
+13% +$564K 0.08% 124
2023
Q1 		$4.49M Buy
35,335
+3,134
+10% +$473K 0.08% 128
2022
Q4 		$5.09M Buy
32,201
+2,346
+8% +$369K 0.09% 107
2022
Q3 		$4.46M Buy
29,855
+6,477
+28% +$1.05M 0.09% 103
2022
Q2 		$3.69M Buy
23,378
+7,068
+43% +$1.18M 0.08% 127
2022
Q1 		$3.01M Buy
16,310
+2,211
+16% +$447K 0.06% 143
2021
Q4 		$2.83M Buy
+14,099
New +$2.87M 0.06% 134

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

HB Wealth Management's PNC Position: Q1 2026 in Review

HB Wealth Management increased its PNC Financial Services (PNC) stake by 0.21% in Q1 2026, buying an estimated $24.6K and bringing the position to 54,330 shares worth $11.3M. The position accounts for 0.07% of the portfolio, ranked #147.

HB Wealth Management first reported a position in PNC in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.3M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • HB Wealth Management held 54,330 shares of PNC Financial Services worth $11.3M as of Q1 2026.
  • HB Wealth Management bought 113 PNC Financial Services shares in Q1 2026, an estimated $24.6K.
  • PNC Financial Services made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #147 holding.
  • HB Wealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's PNC Financial Services position peaked at $11.3M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.