IAA
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Independent Advisor Alliance’s PNC Financial Services PNC Stock Holding History

Independent Advisor Alliance’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 		$6.54M Buy
31,442
+2,390
+8% +$520K 0.07% 256
2025
Q4 		$6.06M Buy
29,052
+2,599
+10% +$502K 0.15% 111
2025
Q3 		$5.32M Buy
26,453
+1,367
+5% +$270K 0.14% 118
2025
Q2 		$4.68M Buy
25,086
+1,444
+6% +$244K 0.13% 122
2025
Q1 		$4.16M Buy
23,642
+5,908
+33% +$1.12M 0.14% 130
2024
Q4 		$3.42M Buy
17,734
+1,779
+11% +$350K 0.05% 356
2024
Q3 		$2.95M Buy
15,955
+454
+3% +$79.6K 0.11% 167
2024
Q2 		$2.41M Buy
15,501
+527
+4% +$81.7K 0.08% 197
2024
Q1 		$2.42M Sell
14,974
-844
-5% -$127K 0.09% 189
2023
Q4 		$2.45M Buy
15,818
+191
+1% +$24.7K 0.09% 186
2023
Q3 		$1.92M Buy
15,627
+1,010
+7% +$127K 0.09% 199
2023
Q2 		$1.84M Buy
14,617
+867
+6% +$106K 0.08% 212
2023
Q1 		$1.75M Buy
13,750
+25
+0.2% +$3.77K 0.08% 210
2022
Q4 		$2.17K Sell
13,725
-539
-4% -$84.8K ﹤0.01% 246
2022
Q3 		$2.13M Buy
14,264
+204
+1% +$33K 0.12% 159
2022
Q2 		$2.22M Buy
14,060
+2,247
+19% +$377K 0.12% 151
2022
Q1 		$2.18M Buy
11,813
+3,612
+44% +$730K 0.1% 174
2021
Q4 		$1.64M Sell
8,201
-1,238
-13% -$252K 0.08% 188
2021
Q3 		$1.85M Buy
9,439
+1,438
+18% +$272K 0.1% 167
2021
Q2 		$1.53M Buy
8,001
+124
+2% +$23.3K 0.08% 197
2021
Q1 		$1.38M Sell
7,877
-118
-1% -$19.5K 0.08% 198
2020
Q4 		$1.19M Sell
7,995
-2,542
-24% -$325K 0.08% 188
2020
Q3 		$1.16M Buy
10,537
+1,281
+14% +$138K 0.09% 165
2020
Q2 		$974K Buy
9,256
+3,242
+54% +$342K 0.1% 159
2020
Q1 		$576K Buy
6,014
+387
+7% +$52K 0.08% 195
2019
Q4 		$898K Sell
5,627
-286
-5% -$42.9K 0.04% 394
2019
Q3 		$829K Sell
5,913
-286
-5% -$38.8K 0.1% 179
2019
Q2 		$851K Buy
+6,199
New +$819K 0.12% 161

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

Independent Advisor Alliance's PNC Position: Q1 2026 in Review

Independent Advisor Alliance increased its PNC Financial Services (PNC) stake by 8.2% in Q1 2026, buying an estimated $520K and bringing the position to 31,442 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #256.

Independent Advisor Alliance first reported a position in PNC in Q2 2019 and has held it in 28 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Independent Advisor Alliance held 31,442 shares of PNC Financial Services worth $6.54M as of Q1 2026.
  • Independent Advisor Alliance bought 2,390 PNC Financial Services shares in Q1 2026, an estimated $520K.
  • PNC Financial Services made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #256 holding.
  • Independent Advisor Alliance first reported a position in PNC Financial Services in Q2 2019 and has held it in 28 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.