Ipsen Advisor Group’s PNC Financial Services PNC Stock Holding History

Ipsen Advisor Group’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	$731K	Sell	2,969 -196	-6%	-$43.9K	0.47%	50
2026 Q1	$659K	Sell	3,165 -333	-10%	-$72.5K	0.46%	60
2025 Q4	$730K	Sell	3,498 -154	-4%	-$29.7K	0.52%	47
2025 Q3	$734K	Sell	3,652 -98	-3%	-$19.4K	0.53%	44
2025 Q2	$699K	Buy	3,750 +193	+5%	+$32.7K	0.53%	47
2025 Q1	$625K	Buy	3,557 +95	+3%	+$17.9K	0.54%	46
2024 Q4	$668K	Buy	+3,462	New	+$681K	0.57%	41
2022 Q4	$370K	Buy	+2,340	New	+$368K	0.43%	63

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ipsen Advisor Group's PNC Position: Q2 2026 in Review

Ipsen Advisor Group reduced its PNC Financial Services (PNC) stake by 6.2% in Q2 2026, selling an estimated $43.9K and leaving 2,969 shares worth $731K. The position accounts for 0.47% of the portfolio, ranked #50.

Ipsen Advisor Group first reported a position in PNC in Q4 2022 and has held it in 8 quarters since. The position peaked at $734K in Q3 2025. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Ipsen Advisor Group held 2,969 shares of PNC Financial Services worth $731K as of Q2 2026.
Ipsen Advisor Group sold 196 PNC Financial Services shares in Q2 2026, an estimated $43.9K.
PNC Financial Services made up 0.47% of Ipsen Advisor Group's portfolio in Q2 2026, its #50 holding.
Ipsen Advisor Group first reported a position in PNC Financial Services in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's PNC Financial Services position peaked at $734K in Q3 2025.
2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.