Jamison Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Jamison Private Wealth Management’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	$386K	Buy	1,738 +107	+7%	+$26.2K	0.04%	189
2026 Q2	$401K	Buy	1,631 +474	+41%	+$106K	0.04%	183
2026 Q1	$241K	Buy	1,157 +6	+0.5%	+$1.31K	0.03%	197
2025 Q4	$240K	Buy	1,151 +6	+0.5%	+$1.16K	0.03%	190
2025 Q3	$230K	Buy	1,145 +7	+0.6%	+$1.38K	0.03%	202
2025 Q2	$212K	Buy	+1,138	New	+$193K	0.03%	192
2025 Q1	–	Sell	-1,101	Closed	-$212K	–	203
2024 Q4	$212K	Sell	1,101 -10	-0.9%	-$1.97K	0.03%	196
2024 Q3	$205K	Buy	1,111 +6	+0.5%	+$1.05K	0.03%	186
2024 Q2	$172K	Buy	1,105 +116	+12%	+$18K	0.03%	184
2024 Q1	$160K	Buy	989 +6	+0.6%	+$904	0.03%	189
2023 Q4	$152K	Buy	983 +6	+0.6%	+$777	0.03%	184
2023 Q3	$120K	Buy	+977	New	+$123K	0.02%	186

Other funds holding PNC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jamison Private Wealth Management's PNC Position: Q3 2026 in Review

Jamison Private Wealth Management increased its PNC Financial Services (PNC) stake by 6.6% in Q3 2026, buying an estimated $26.2K and bringing the position to 1,738 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #189.

Jamison Private Wealth Management first reported a position in PNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $401K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

Jamison Private Wealth Management held 1,738 shares of PNC Financial Services worth $386K as of Q3 2026.
Jamison Private Wealth Management bought 107 PNC Financial Services shares in Q3 2026, an estimated $26.2K.
PNC Financial Services made up 0.04% of Jamison Private Wealth Management's portfolio in Q3 2026, its #189 holding.
Jamison Private Wealth Management first reported a position in PNC Financial Services in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's PNC Financial Services position peaked at $401K in Q2 2026.
1,439 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.