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Intergy Private Wealth’s PNC Financial Services PNC Stock Holding History

Intergy Private Wealth’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
Q2 		$3.58M Sell
14,529
-1,635
-10% -$366K 0.83% 26
2026
Q1 		$3.36M Buy
+16,164
New +$3.52M 0.99% 22

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Intergy Private Wealth's PNC Position: Q2 2026 in Review

Intergy Private Wealth reduced its PNC Financial Services (PNC) stake by 10% in Q2 2026, selling an estimated $366K and leaving 14,529 shares worth $3.58M. The position accounts for 0.83% of the portfolio, ranked #26.

Intergy Private Wealth first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Intergy Private Wealth held 14,529 shares of PNC Financial Services worth $3.58M as of Q2 2026.
  • Intergy Private Wealth sold 1,635 PNC Financial Services shares in Q2 2026, an estimated $366K.
  • PNC Financial Services made up 0.83% of Intergy Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Intergy Private Wealth first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.