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IVC Wealth Advisors’s PNC Financial Services PNC Stock Holding History

IVC Wealth Advisors’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 		$520K Sell
2,110
-44
-2% -$9.85K 0.2% 90
2026
Q1 		$448K Buy
2,154
+29
+1% +$6.31K 0.19% 94
2025
Q4 		$444K Buy
2,125
+688
+48% +$133K 0.19% 97
2025
Q3 		$289K Buy
+1,437
New +$284K 0.13% 137
2022
Q1 		– Sell
-1,000
Closed -$201K – 153
2021
Q4 		$201K Buy
+1,000
New +$204K 0.13% 135

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

IVC Wealth Advisors's PNC Position: Q2 2026 in Review

IVC Wealth Advisors reduced its PNC Financial Services (PNC) stake by 2% in Q2 2026, selling an estimated $9.85K and leaving 2,110 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #90.

IVC Wealth Advisors first reported a position in PNC in Q4 2021 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • IVC Wealth Advisors held 2,110 shares of PNC Financial Services worth $520K as of Q2 2026.
  • IVC Wealth Advisors sold 44 PNC Financial Services shares in Q2 2026, an estimated $9.85K.
  • PNC Financial Services made up 0.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • IVC Wealth Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.