Heritage Family Offices’s PNC Financial Services PNC Stock Holding History

Heritage Family Offices’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	$234K	Buy	+950	New	+$213K	0.09%	191

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Family Offices's PNC Position: Q2 2026 in Review

Heritage Family Offices opened a new position in PNC Financial Services (PNC) in Q2 2026: 950 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings.

2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Heritage Family Offices held 950 shares of PNC Financial Services worth $234K as of Q2 2026.
PNC Financial Services was a new Heritage Family Offices position in Q2 2026.
PNC Financial Services made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #191 holding.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.