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High Point Wealth Management’s PNC Financial Services PNC Stock Holding History

High Point 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
Q2 		$17.2K Hold
70
– – 0.01% 196
2026
Q1 		$14.6K Hold
70
– – 0.01% 199
2025
Q4 		$14.6K Buy
+70
New +$13.5K 0.01% 202

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

High Point Wealth Management's PNC Position: Q2 2026 in Review

High Point Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 70 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #196.

High Point Wealth Management first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • High Point Wealth Management held 70 shares of PNC Financial Services worth $17.2K as of Q2 2026.
  • High Point Wealth Management left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #196 holding.
  • High Point Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.