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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
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
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

Ipsen Advisor Group's PNC Position: Q1 2026 in Review

Ipsen Advisor Group reduced its PNC Financial Services (PNC) stake by 9.5% in Q1 2026, selling an estimated $72.5K and leaving 3,165 shares worth $659K. The position accounts for 0.46% of the portfolio, ranked #60.

Ipsen Advisor Group first reported a position in PNC in Q4 2022 and has held it in 7 quarters since. The position peaked at $734K in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Ipsen Advisor Group held 3,165 shares of PNC Financial Services worth $659K as of Q1 2026.
  • Ipsen Advisor Group sold 333 PNC Financial Services shares in Q1 2026, an estimated $72.5K.
  • PNC Financial Services made up 0.46% of Ipsen Advisor Group's portfolio in Q1 2026, its #60 holding.
  • Ipsen Advisor Group first reported a position in PNC Financial Services in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's PNC Financial Services position peaked at $734K in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.