Heritage Wealth Management (Ohio)’s PNC Financial Services PNC Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.83M	Buy	+7,420	New	+$1.66M	0.46%	61
2026 Q1	–	Sell	-7,405	Closed	-$1.55M	–	224
2025 Q4	$1.55M	Sell	7,405 -34	-0.5%	-$6.56K	0.43%	63
2025 Q3	$1.49M	Buy	7,439 +1	+0%	+$198	0.44%	63
2025 Q2	$1.39M	Buy	7,438 +26	+0.4%	+$4.4K	0.45%	60
2025 Q1	$1.3M	Buy	7,412 +8	+0.1%	+$1.51K	0.44%	57
2024 Q4	$1.43M	Sell	7,404 -4	-0.1%	-$786	0.47%	52
2024 Q3	$1.37M	Sell	7,408 -41	-0.6%	-$7.19K	0.45%	57
2024 Q2	$1.17M	Buy	+7,449	New	+$1.15M	0.39%	67

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 Wealth Management (Ohio)'s PNC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in PNC Financial Services (PNC) in Q2 2026: 7,420 shares worth $1.83M. The stake represents 0.46% of the portfolio and ranks #61 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PNC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PNC in Q2 2024 and has held it in 8 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Heritage Wealth Management (Ohio) held 7,420 shares of PNC Financial Services worth $1.83M as of Q2 2026.
PNC Financial Services was a new Heritage Wealth Management (Ohio) position in Q2 2026.
PNC Financial Services made up 0.46% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #61 holding.
Heritage Wealth Management (Ohio) first reported a position in PNC Financial Services in Q2 2024 and has held it in 8 quarters since.
2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.