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IAM Advisory’s PNC Financial Services PNC Stock Holding History

IAM Advisory’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 		$2.27M Sell
9,231
-138
-1% -$30.9K 0.44% 38
2026
Q1 		$1.95M Sell
9,369
-326
-3% -$71K 0.44% 38
2025
Q4 		$2.02M Sell
9,695
-127
-1% -$24.5K 0.45% 37
2025
Q3 		$1.97M Sell
9,822
-88
-0.9% -$17.4K 0.44% 37
2025
Q2 		$1.85M Buy
9,910
+9
+0.1% +$1.52K 0.44% 39
2025
Q1 		$1.74M Sell
9,901
-53
-0.5% -$10K 0.45% 37
2024
Q4 		$1.92M Sell
9,954
-115
-1% -$22.6K 0.49% 33
2024
Q3 		$1.86M Buy
10,069
+94
+0.9% +$16.5K 0.47% 41
2024
Q2 		$1.55M Sell
9,975
-31
-0.3% -$4.8K 0.42% 47
2024
Q1 		$1.62M Sell
10,006
-99
-1% -$14.9K 0.44% 41
2023
Q4 		$1.56M Buy
10,105
+132
+1% +$17.1K 0.49% 37
2023
Q3 		$1.22M Sell
9,973
-41
-0.4% -$5.16K 0.43% 39
2023
Q2 		$1.26M Sell
10,014
-202
-2% -$24.7K 0.43% 40
2023
Q1 		$1.3M Buy
10,216
+92
+0.9% +$13.9K 0.45% 36
2022
Q4 		$1.6M Sell
10,124
-1,118
-10% -$176K 0.59% 22
2022
Q3 		$1.68M Sell
11,242
-96
-0.8% -$15.6K 0.71% 20
2022
Q2 		$1.79M Buy
11,338
+90
+0.8% +$15.1K 0.74% 20
2022
Q1 		$2.08M Buy
11,248
+1,022
+10% +$207K 0.84% 16
2021
Q4 		$2.27M Sell
10,226
-164
-2% -$33.4K 0.9% 13
2021
Q3 		$2.09M Buy
+10,390
New +$1.96M 0.89% 12
2021
Q2 		– Sell
-11,631
Closed -$2.19M – 87
2021
Q1 		$2.19M Buy
11,631
+1,278
+12% +$211K 0.95% 11
2020
Q4 		$1.58M Buy
+10,353
New +$1.32M 0.79% 12

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IAM Advisory's PNC Position: Q2 2026 in Review

IAM Advisory reduced its PNC Financial Services (PNC) stake by 1.5% in Q2 2026, selling an estimated $30.9K and leaving 9,231 shares worth $2.27M. The position accounts for 0.44% of the portfolio, ranked #38.

IAM Advisory first reported a position in PNC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.27M in Q4 2021. 2,030 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • IAM Advisory held 9,231 shares of PNC Financial Services worth $2.27M as of Q2 2026.
  • IAM Advisory sold 138 PNC Financial Services shares in Q2 2026, an estimated $30.9K.
  • PNC Financial Services made up 0.44% of IAM Advisory's portfolio in Q2 2026, its #38 holding.
  • IAM Advisory first reported a position in PNC Financial Services in Q4 2020 and has held it in 22 quarters since.
  • IAM Advisory's PNC Financial Services position peaked at $2.27M in Q4 2021.
  • 2,030 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.