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 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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Jamison Private Wealth Management's PNC Position: Q2 2026 in Review

Jamison Private Wealth Management increased its PNC Financial Services (PNC) stake by 41% in Q2 2026, buying an estimated $106K and bringing the position to 1,631 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #183.

Jamison Private Wealth Management first reported a position in PNC in Q3 2023 and has held it in 11 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Jamison Private Wealth Management held 1,631 shares of PNC Financial Services worth $401K as of Q2 2026.
Jamison Private Wealth Management bought 474 PNC Financial Services shares in Q2 2026, an estimated $106K.
PNC Financial Services made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #183 holding.
Jamison Private Wealth Management first reported a position in PNC Financial Services in Q3 2023 and has held it in 11 quarters since.
693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.