IWA
PNC icon

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

Icon 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
Q1 		$4.61M Buy
21,080
+8,761
+71% +$1.91M 0.3% 55
2025
Q4 		$2.55M Buy
12,319
+406
+3% +$78.4K 0.17% 92
2025
Q3 		$2.39M Sell
11,913
-69
-0.6% -$13.6K 0.16% 99
2025
Q2 		$2.23M Sell
11,982
-1,481
-11% -$251K 0.16% 103
2025
Q1 		$2.37M Sell
13,463
-2,997
-18% -$566K 0.19% 90
2024
Q4 		$3.17M Buy
16,460
+49
+0.3% +$9.63K 0.26% 72
2024
Q3 		$3.03M Sell
16,411
-158
-1% -$27.7K 0.25% 70
2024
Q2 		$3M Sell
16,569
-709
-4% -$110K 0.27% 65
2024
Q1 		$2.79M Sell
17,278
-1,098
-6% -$165K 0.26% 72
2023
Q4 		$2.85M Buy
+18,376
New +$2.38M 0.3% 70
2022
Q4 		$5.64M Buy
35,707
+268
+0.8% +$42.2K 0.65% 36
2022
Q3 		$5.29M Buy
+35,439
New +$5.74M 0.64% 35

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Icon Wealth Advisors's PNC Position: Q1 2026 in Review

Icon Wealth Advisors increased its PNC Financial Services (PNC) stake by 71% in Q1 2026, buying an estimated $1.91M and bringing the position to 21,080 shares worth $4.61M. The position accounts for 0.3% of the portfolio, ranked #55.

Icon Wealth Advisors first reported a position in PNC in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.64M in Q4 2022. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Icon Wealth Advisors held 21,080 shares of PNC Financial Services worth $4.61M as of Q1 2026.
  • Icon Wealth Advisors bought 8,761 PNC Financial Services shares in Q1 2026, an estimated $1.91M.
  • PNC Financial Services made up 0.3% of Icon Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • Icon Wealth Advisors first reported a position in PNC Financial Services in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's PNC Financial Services position peaked at $5.64M in Q4 2022.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.