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Independent Solutions Wealth Management’s PNC Financial Services PNC Stock Holding History

Independent Solutions Wealth Management’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 		$1.72M Buy
8,276
+659
+9% +$143K 0.25% 100
2025
Q4 		$1.59M Sell
7,617
-184
-2% -$35.5K 0.29% 94
2025
Q3 		$1.57M Buy
7,801
+639
+9% +$126K 0.28% 97
2025
Q2 		$1.34M Buy
7,162
+581
+9% +$98.3K 0.26% 100
2025
Q1 		$1.16M Sell
6,581
-511
-7% -$96.5K 0.26% 102
2024
Q4 		$1.37M Buy
7,092
+5,808
+452% +$1.14M 0.3% 97
2024
Q3 		$237K Sell
1,284
-1,237
-49% -$217K 0.05% 153
2024
Q2 		$392K Sell
2,521
-116
-4% -$18K 0.09% 132
2024
Q1 		$426K Sell
2,637
-555
-17% -$83.6K 0.1% 131
2023
Q4 		$494K Sell
3,192
-5,280
-62% -$684K 0.13% 120
2023
Q3 		$1.04M Buy
8,472
+1,064
+14% +$134K 0.27% 89
2023
Q2 		$933K Buy
7,408
+254
+4% +$31K 0.23% 96
2023
Q1 		$909K Buy
7,154
+379
+6% +$57.1K 0.27% 88
2022
Q4 		$1.07M Buy
6,775
+1,377
+26% +$217K 0.33% 75
2022
Q3 		$807K Buy
5,398
+695
+15% +$113K 0.26% 87
2022
Q2 		$742K Buy
4,703
+906
+24% +$152K 0.23% 90
2022
Q1 		$700K Buy
3,797
+1,520
+67% +$307K 0.16% 106
2021
Q4 		$457K Buy
2,277
+291
+15% +$59.2K 0.11% 144
2021
Q3 		$389K Buy
1,986
+337
+20% +$63.7K 0.1% 157
2021
Q2 		$315K Buy
+1,649
New +$309K 0.08% 177
2020
Q2 		– Sell
-3,613
Closed -$346K – 152
2020
Q1 		$346K Buy
3,613
+58
+2% +$7.79K 0.19% 87
2019
Q4 		$567K Buy
+3,555
New +$534K 0.25% 82

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 Solutions Wealth Management's PNC Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its PNC Financial Services (PNC) stake by 8.7% in Q1 2026, buying an estimated $143K and bringing the position to 8,276 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #100.

Independent Solutions Wealth Management first reported a position in PNC in Q4 2019 and has held it in 22 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Independent Solutions Wealth Management held 8,276 shares of PNC Financial Services worth $1.72M as of Q1 2026.
  • Independent Solutions Wealth Management bought 659 PNC Financial Services shares in Q1 2026, an estimated $143K.
  • PNC Financial Services made up 0.25% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Independent Solutions Wealth Management first reported a position in PNC Financial Services in Q4 2019 and has held it in 22 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.