High Point Wealth Management
PNC icon

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
Q3 		$15.6K Hold
70
– – 0.01% 215
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

High Point Wealth Management's PNC Position: Q3 2026 in Review

High Point Wealth Management held its PNC Financial Services (PNC) position steady in Q3 2026 at 70 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #215.

High Point Wealth Management first reported a position in PNC in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.2K in Q2 2026. 1,378 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • High Point Wealth Management held 70 shares of PNC Financial Services worth $15.6K as of Q3 2026.
  • High Point Wealth Management left its PNC Financial Services share count unchanged in Q3 2026.
  • PNC Financial Services made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #215 holding.
  • High Point Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's PNC Financial Services position peaked at $17.2K in Q2 2026.
  • 1,378 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.