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Integrated Wealth Concepts’s PNC Financial Services PNC Stock Holding History

Integrated Wealth Concepts’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 		$4.49M Buy
21,567
+10,100
+88% +$2.2M 0.04% 457
2025
Q4 		$2.39M Sell
11,467
-5,805
-34% -$1.12M 0.03% 483
2025
Q3 		$3.47M Buy
17,272
+1,618
+10% +$320K 0.03% 485
2025
Q2 		$2.92M Buy
15,654
+8,299
+113% +$1.4M 0.03% 505
2025
Q1 		$1.29M Buy
7,355
+196
+3% +$37K 0.02% 718
2024
Q4 		$1.38M Sell
7,159
-117
-2% -$23K 0.02% 688
2024
Q3 		$1.35M Sell
7,276
-240
-3% -$42.1K 0.02% 685
2024
Q2 		$1.17M Sell
7,516
-111
-1% -$17.2K 0.02% 692
2024
Q1 		$1.23M Buy
7,627
+83
+1% +$12.5K 0.02% 677
2023
Q4 		$1.17M Sell
7,544
-12,127
-62% -$1.57M 0.02% 666
2023
Q3 		$2.42M Sell
19,671
-260
-1% -$32.7K 0.04% 386
2023
Q2 		$2.51M Buy
19,931
+3,595
+22% +$439K 0.04% 377
2023
Q1 		$2.08M Buy
16,336
+14,562
+821% +$2.2M 0.04% 394
2022
Q4 		$280K Buy
1,774
+318
+22% +$50K 0.01% 841
2022
Q3 		$217K Buy
1,456
+3
+0.2% +$486 0.01% 836
2022
Q2 		$229K Buy
1,453
+284
+24% +$47.6K 0.01% 842
2022
Q1 		$216K Buy
1,169
+92
+9% +$18.6K 0.01% 854
2021
Q4 		$216K Sell
1,077
-110
-9% -$22.4K 0.01% 904
2021
Q3 		$232K Buy
+1,187
New +$224K 0.01% 834

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

Integrated Wealth Concepts's PNC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its PNC Financial Services (PNC) stake by 88% in Q1 2026, buying an estimated $2.2M and bringing the position to 21,567 shares worth $4.49M. The position accounts for 0.04% of the portfolio, ranked #457.

Integrated Wealth Concepts first reported a position in PNC in Q3 2021 and has held it in 19 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Integrated Wealth Concepts held 21,567 shares of PNC Financial Services worth $4.49M as of Q1 2026.
  • Integrated Wealth Concepts bought 10,100 PNC Financial Services shares in Q1 2026, an estimated $2.2M.
  • PNC Financial Services made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #457 holding.
  • Integrated Wealth Concepts first reported a position in PNC Financial Services in Q3 2021 and has held it in 19 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.