JWCA
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J.W. Cole Advisors’s PNC Financial Services PNC Stock Holding History

J.W. Cole 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 		$4.18M Buy
+16,990
New +$3.8M 0.07% 283
2026
Q1 		– Sell
-11,442
Closed -$2.16M – 1302
2025
Q4 		$2.16M Sell
11,442
-3,703
-24% -$715K 0.05% 371
2025
Q3 		$3.04M Buy
15,145
+218
+1% +$43.1K 0.06% 321
2025
Q2 		$2.78M Sell
14,927
-193
-1% -$32.7K 0.06% 313
2025
Q1 		$2.66M Buy
15,120
+12,160
+411% +$2.3M 0.08% 244
2024
Q4 		$571K Sell
2,960
-1,910
-39% -$375K 0.02% 566
2024
Q3 		$900K Buy
4,870
+26
+0.5% +$4.56K 0.04% 420
2024
Q2 		$753K Sell
4,844
-68
-1% -$10.5K 0.04% 415
2024
Q1 		$794K Buy
4,912
+102
+2% +$15.4K 0.04% 396
2023
Q4 		$745K Buy
4,810
+2,486
+107% +$322K 0.04% 367
2023
Q3 		$285K Sell
2,324
-137
-6% -$17.2K 0.02% 576
2023
Q2 		$310K Sell
2,461
-440
-15% -$53.8K 0.02% 564
2023
Q1 		$369K Buy
2,901
+31
+1% +$4.67K 0.03% 532
2022
Q4 		$453K Buy
2,870
+123
+4% +$19.4K 0.03% 446
2022
Q3 		$410K Buy
2,747
+438
+19% +$71K 0.03% 450
2022
Q2 		$364K Buy
2,309
+535
+30% +$89.7K 0.03% 493
2022
Q1 		$327K Buy
1,774
+182
+11% +$36.8K 0.02% 590
2021
Q4 		$319K Sell
1,592
-99
-6% -$20.1K 0.02% 625
2021
Q3 		$331K Sell
1,691
-124
-7% -$23.4K 0.02% 338
2021
Q2 		$346K Buy
+1,815
New +$341K 0.03% 539
2020
Q4 		– Sell
-15,492
Closed -$1.7M – 826
2020
Q3 		$1.7M Buy
+15,492
New +$1.67M 0.13% 171

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
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

J.W. Cole Advisors's PNC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 16,990 shares worth $4.18M. The stake represents 0.07% of the portfolio and ranks #283 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PNC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PNC in Q3 2020 and has held it in 21 quarters since. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • J.W. Cole Advisors held 16,990 shares of PNC Financial Services worth $4.18M as of Q2 2026.
  • PNC Financial Services was a new J.W. Cole Advisors position in Q2 2026.
  • PNC Financial Services made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #283 holding.
  • J.W. Cole Advisors first reported a position in PNC Financial Services in Q3 2020 and has held it in 21 quarters since.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.