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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PNC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 7,405 shares — an estimated $1.55M sold.

Heritage Wealth Management (Ohio) first reported a position in PNC in Q2 2024 and held it in 7 quarters. The position peaked at $1.55M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 7,405 PNC Financial Services shares in Q1 2026, an estimated $1.55M.
Heritage Wealth Management (Ohio) first reported a position in PNC Financial Services in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s PNC Financial Services position peaked at $1.55M in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.