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

Hillcrest 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 Q2	$231K	Buy	+939	New	+$210K	0.08%	52
2026 Q1	–	Sell	-1,014	Closed	-$212K	–	53
2025 Q4	$212K	Hold	1,014	–	–	0.09%	49
2025 Q3	$204K	Buy	+1,014	New	+$201K	0.09%	53
2024 Q2	–	Sell	-1,239	Closed	-$200K	–	48
2024 Q1	$200K	Buy	+1,239	New	+$187K	0.11%	46
2022 Q2	–	Sell	-1,225	Closed	-$226K	–	52
2022 Q1	$226K	Hold	1,225	–	–	0.13%	47
2021 Q4	$246K	Hold	1,225	–	–	0.13%	50
2021 Q3	$240K	Hold	1,225	–	–	0.14%	50
2021 Q2	$234K	Hold	1,225	–	–	0.14%	49
2021 Q1	$215K	Buy	+1,225	New	+$202K	0.13%	51

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

Hillcrest Wealth Advisors's PNC Position: Q2 2026 in Review

Hillcrest Wealth Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 939 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings. This is a return to the name: Hillcrest Wealth Advisors previously reported a position in PNC as recently as Q4 2025.

Hillcrest Wealth Advisors first reported a position in PNC in Q1 2021 and has held it in 9 quarters since. The position peaked at $246K in Q4 2021. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Hillcrest Wealth Advisors held 939 shares of PNC Financial Services worth $231K as of Q2 2026.
PNC Financial Services was a new Hillcrest Wealth Advisors position in Q2 2026.
PNC Financial Services made up 0.08% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Hillcrest Wealth Advisors first reported a position in PNC Financial Services in Q1 2021 and has held it in 9 quarters since.
Hillcrest Wealth Advisors's PNC Financial Services position peaked at $246K in Q4 2021.
2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.