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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
Q3 		$3.17M Sell
14,282
-247
-2% -$60.5K 0.71% 27
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Intergy Private Wealth's PNC Position: Q3 2026 in Review

Intergy Private Wealth reduced its PNC Financial Services (PNC) stake by 1.7% in Q3 2026, selling an estimated $60.5K and leaving 14,282 shares worth $3.17M. The position accounts for 0.71% of the portfolio, ranked #27.

Intergy Private Wealth first reported a position in PNC in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.58M in Q2 2026. 409 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Intergy Private Wealth held 14,282 shares of PNC Financial Services worth $3.17M as of Q3 2026.
  • Intergy Private Wealth sold 247 PNC Financial Services shares in Q3 2026, an estimated $60.5K.
  • PNC Financial Services made up 0.71% of Intergy Private Wealth's portfolio in Q3 2026, its #27 holding.
  • Intergy Private Wealth first reported a position in PNC Financial Services in Q1 2026 and has held it in 3 quarters since.
  • Intergy Private Wealth's PNC Financial Services position peaked at $3.58M in Q2 2026.
  • 409 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.