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Heritage Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Heritage Wealth Advisors’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 		$399K Buy
1,915
+9
+0.5% +$1.96K 0.02% 151
2025
Q4 		$398K Sell
1,906
-27
-1% -$5.21K 0.02% 161
2025
Q3 		$388K Hold
1,933
– – 0.02% 153
2025
Q2 		$360K Buy
1,933
+29
+2% +$4.91K 0.02% 158
2025
Q1 		$335K Sell
1,904
-31
-2% -$5.85K 0.02% 156
2024
Q4 		$373K Buy
1,935
+4
+0.2% +$786 0.02% 154
2024
Q3 		$357K Sell
1,931
-214,872
-99% -$37.7M 0.02% 164
2024
Q2 		$33.7M Buy
216,803
+8,073
+4% +$1.25M 1.52% 24
2024
Q1 		$33.7M Buy
208,730
+4,148
+2% +$625K 1.54% 25
2023
Q4 		$31.7M Buy
204,582
+733
+0.4% +$94.9K 1.58% 25
2023
Q3 		$25M Buy
203,849
+202,939
+22,301% +$25.5M 1.36% 27
2023
Q2 		$115K Hold
910
– – 0.01% 246
2023
Q1 		$116K Sell
910
-395
-30% -$59.6K 0.01% 246
2022
Q4 		$206K Hold
1,305
– – 0.01% 204
2022
Q3 		$195K Sell
1,305
-473
-27% -$76.6K 0.01% 197
2022
Q2 		$281K Buy
1,778
+510
+40% +$85.5K 0.02% 165
2022
Q1 		$234K Hold
1,268
– – 0.01% 186
2021
Q4 		$254K Hold
1,268
– – 0.01% 182
2021
Q3 		$248K Hold
1,268
– – 0.02% 179
2021
Q2 		$242K Sell
1,268
-825
-39% -$155K 0.01% 187
2021
Q1 		$367K Buy
2,093
+400
+24% +$66K 0.02% 158
2020
Q4 		$252K Buy
1,693
+1,350
+394% +$172K 0.02% 180
2020
Q3 		$37.7K Hold
343
– – ﹤0.01% 293
2020
Q2 		$36.1K Sell
343
-100
-23% -$10.5K 0.01% 278
2020
Q1 		$42.4K Hold
443
– – 0.01% 260
2019
Q4 		$70.7K Hold
443
– – 0.01% 273
2019
Q3 		$62K Sell
443
-551
-55% -$74.7K 0.01% 254
2019
Q2 		$136K Hold
994
– – 0.02% 175
2019
Q1 		$122K Hold
994
– – 0.02% 162
2018
Q4 		$116K Hold
994
– – 0.02% 154
2018
Q3 		$135K Buy
+994
New +$141K 0.03% 143

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

Heritage Wealth Advisors's PNC Position: Q1 2026 in Review

Heritage Wealth Advisors increased its PNC Financial Services (PNC) stake by 0.47% in Q1 2026, buying an estimated $1.96K and bringing the position to 1,915 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #151.

Heritage Wealth Advisors first reported a position in PNC in Q3 2018 and has held it in 31 quarters since. The position peaked at $33.7M in Q1 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Heritage Wealth Advisors held 1,915 shares of PNC Financial Services worth $399K as of Q1 2026.
  • Heritage Wealth Advisors bought 9 PNC Financial Services shares in Q1 2026, an estimated $1.96K.
  • PNC Financial Services made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Heritage Wealth Advisors first reported a position in PNC Financial Services in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's PNC Financial Services position peaked at $33.7M in Q1 2024.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.