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Institute for Wealth Management’s PNC Financial Services PNC Stock Holding History

Institute for 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 		$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

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

Institute for Wealth Management's PNC Position: Q1 2026 in Review

Institute for Wealth Management increased its PNC Financial Services (PNC) stake by 1.2% in Q1 2026, buying an estimated $5.88K and bringing the position to 2,321 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #331.

Institute for Wealth Management first reported a position in PNC in Q2 2017 and has held it in 29 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Institute for Wealth Management held 2,321 shares of PNC Financial Services worth $483K as of Q1 2026.
  • Institute for Wealth Management bought 27 PNC Financial Services shares in Q1 2026, an estimated $5.88K.
  • PNC Financial Services made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Institute for Wealth Management first reported a position in PNC Financial Services in Q2 2017 and has held it in 29 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.