Institute for Wealth Management’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $562K | Sell |
2,284
-37
| -2% | -$8.29K | 0.05% | 302 |
|
|
2026
Q1 | $483K | Buy |
2,321
+27
| +1% | +$5.88K | 0.05% | 331 |
|
|
2025
Q4 | $479K | Buy |
2,294
+135
| +6% | +$26.1K | 0.05% | 323 |
|
|
2025
Q3 | $434K | Hold |
2,159
| – | – | 0.05% | 359 |
|
|
2025
Q2 | $402K | Hold |
2,159
| – | – | 0.04% | 361 |
|
|
2025
Q1 | $379K | Hold |
2,159
| – | – | 0.05% | 357 |
|
|
2024
Q4 | $416K | Sell |
2,159
-58
| -3% | -$11.4K | 0.05% | 323 |
|
|
2024
Q3 | $410K | Sell |
2,217
-175
| -7% | -$30.7K | 0.05% | 342 |
|
|
2024
Q2 | $372K | Buy |
2,392
+42
| +2% | +$6.51K | 0.05% | 344 |
|
|
2024
Q1 | $380K | Buy |
2,350
+63
| +3% | +$9.49K | 0.05% | 336 |
|
|
2023
Q4 | $354K | Sell |
2,287
-83
| -4% | -$10.7K | 0.06% | 339 |
|
|
2023
Q3 | $291K | Sell |
2,370
-8
| -0.3% | -$1.01K | 0.05% | 357 |
|
|
2023
Q2 | $299K | Buy |
2,378
+1
| +0% | +$122 | 0.05% | 366 |
|
|
2023
Q1 | $302K | Hold |
2,377
| – | – | 0.06% | 350 |
|
|
2022
Q4 | $375K | Buy |
2,377
+65
| +3% | +$10.2K | 0.08% | 314 |
|
|
2022
Q3 | $345K | Buy |
2,312
+1
| +0% | +$162 | 0.08% | 310 |
|
|
2022
Q2 | $365K | Hold |
2,311
| – | – | 0.07% | 344 |
|
|
2022
Q1 | $426K | Hold |
2,311
| – | – | 0.07% | 327 |
|
|
2021
Q4 | $463K | Hold |
2,311
| – | – | 0.08% | 292 |
|
|
2021
Q3 | $452K | Hold |
2,311
| – | – | 0.08% | 293 |
|
|
2021
Q2 | $441K | Sell |
2,311
-21
| -0.9% | -$3.94K | 0.08% | 298 |
|
|
2021
Q1 | $409K | Sell |
2,332
-115
| -5% | -$19K | 0.08% | 301 |
|
|
2020
Q4 | $365K | Buy |
2,447
+244
| +11% | +$31.2K | 0.07% | 316 |
|
|
2020
Q3 | $242K | Buy |
+2,203
| New | +$237K | 0.06% | 363 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$265K | – | 600 |
|
|
2019
Q4 | $265K | Sell |
1,660
-100
| -6% | -$15K | 0.06% | 370 |
|
|
2019
Q3 | $247K | Sell |
1,760
-1,142
| -39% | -$155K | 0.06% | 363 |
|
|
2019
Q2 | $398K | Buy |
2,902
+101
| +4% | +$13.4K | 0.09% | 291 |
|
|
2019
Q1 | $344K | Buy |
+2,801
| New | +$347K | 0.07% | 307 |
|
|
2018
Q1 | – | Sell |
-2,768
| Closed | -$398K | – | 365 |
|
|
2017
Q4 | $398K | Buy |
+2,768
| New | +$382K | 0.09% | 259 |
|
|
2017
Q3 | – | Sell |
-2,866
| Closed | -$353K | – | 358 |
|
|
2017
Q2 | $353K | Buy |
+2,866
| New | +$346K | 0.1% | 282 |
|
Other funds holding PNC
Institute for Wealth Management's PNC Position: Q2 2026 in Review
Institute for Wealth Management reduced its PNC Financial Services (PNC) stake by 1.6% in Q2 2026, selling an estimated $8.29K and leaving 2,284 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #302.
Institute for Wealth Management first reported a position in PNC in Q2 2017 and has held it in 30 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.
- Institute for Wealth Management held 2,284 shares of PNC Financial Services worth $562K as of Q2 2026.
- Institute for Wealth Management sold 37 PNC Financial Services shares in Q2 2026, an estimated $8.29K.
- PNC Financial Services made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #302 holding.
- Institute for Wealth Management first reported a position in PNC Financial Services in Q2 2017 and has held it in 30 quarters since.
- 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.