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
Q2 		$5.52M Buy
22,427
+1,347
+6% +$302K 0.33% 58
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 $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

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

Icon Wealth Advisors increased its PNC Financial Services (PNC) stake by 6.4% in Q2 2026, buying an estimated $302K and bringing the position to 22,427 shares worth $5.52M. The position accounts for 0.33% of the portfolio, ranked #58.

Icon Wealth Advisors first reported a position in PNC in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.64M in Q4 2022. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Icon Wealth Advisors held 22,427 shares of PNC Financial Services worth $5.52M as of Q2 2026.
  • Icon Wealth Advisors bought 1,347 PNC Financial Services shares in Q2 2026, an estimated $302K.
  • PNC Financial Services made up 0.33% of Icon Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Icon Wealth Advisors first reported a position in PNC Financial Services in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's PNC Financial Services position peaked at $5.64M in Q4 2022.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.