JWA
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JFS Wealth Advisors’s PNC Financial Services PNC Stock Holding History

JFS 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 		$2.49M Sell
10,119
-107
-1% -$24K 0.12% 101
2026
Q1 		$2.13M Sell
10,226
-179
-2% -$39K 0.12% 105
2025
Q4 		$2.17M Buy
10,405
+182
+2% +$35.1K 0.12% 102
2025
Q3 		$2.05M Buy
10,223
+435
+4% +$86K 0.12% 107
2025
Q2 		$1.82M Sell
9,788
-217
-2% -$36.7K 0.12% 106
2025
Q1 		$1.76M Sell
10,005
-406
-4% -$76.6K 0.12% 103
2024
Q4 		$2.01M Buy
10,411
+70
+0.7% +$13.8K 0.14% 90
2024
Q3 		$1.91M Buy
10,341
+7,323
+243% +$1.28M 0.13% 99
2024
Q2 		$469K Sell
3,018
-67
-2% -$10.4K 0.04% 156
2024
Q1 		$499K Buy
3,085
+39
+1% +$5.88K 0.04% 158
2023
Q4 		$472K Sell
3,046
-72
-2% -$9.32K 0.04% 150
2023
Q3 		$383K Buy
3,118
+16
+0.5% +$2.01K 0.04% 165
2023
Q2 		$391K Buy
3,102
+579
+23% +$70.8K 0.04% 164
2023
Q1 		$321K Sell
2,523
-80
-3% -$12.1K 0.03% 171
2022
Q4 		$411K Sell
2,603
-35
-1% -$5.51K 0.04% 158
2022
Q3 		$394K Sell
2,638
-32
-1% -$5.18K 0.04% 160
2022
Q2 		$421K Sell
2,670
-57
-2% -$9.55K 0.04% 153
2022
Q1 		$503K Buy
2,727
+28
+1% +$5.66K 0.05% 158
2021
Q4 		$541K Buy
2,699
+29
+1% +$5.9K 0.05% 154
2021
Q3 		$522K Hold
2,670
– – 0.05% 149
2021
Q2 		$509K Sell
2,670
-24
-0.9% -$4.5K 0.08% 120
2021
Q1 		$473K Sell
2,694
-150
-5% -$24.7K 0.1% 106
2020
Q4 		$424K Sell
2,844
-12
-0.4% -$1.53K 0.09% 103
2020
Q3 		$314K Hold
2,856
– – 0.07% 108
2020
Q2 		$300K Hold
2,856
– – 0.08% 113
2020
Q1 		$273K Hold
2,856
– – 0.08% 108
2019
Q4 		$456K Buy
2,856
+17
+0.6% +$2.55K 0.11% 98
2019
Q3 		$398K Hold
2,839
– – 0.1% 103
2019
Q2 		$390K Sell
2,839
-37
-1% -$4.89K 0.1% 105
2019
Q1 		$353K Sell
2,876
-11,702
-80% -$1.45M 0.09% 107
2018
Q4 		$1.7M Sell
14,578
-2,190
-13% -$280K 0.46% 49
2018
Q3 		$2.28M Sell
16,768
-3
-0% -$427 0.59% 39
2018
Q2 		$2.27M Sell
16,771
-8
-0% -$1.17K 0.6% 38
2018
Q1 		$2.54M Buy
16,779
+1,438
+9% +$223K 0.67% 31
2017
Q4 		$2.21M Hold
15,341
– – 0.54% 41
2017
Q3 		$2.07M Sell
15,341
-7,417
-33% -$952K 0.53% 42
2017
Q2 		$2.84M Sell
22,758
-753
-3% -$90.8K 0.78% 30
2017
Q1 		$2.75M Hold
23,511
– – 0.74% 36
2016
Q4 		$2.75M Sell
23,511
-3,174
-12% -$330K 0.74% 36
2016
Q3 		$2.4M Sell
26,685
-2,202
-8% -$189K 0.69% 39
2016
Q2 		$2.35M Sell
28,887
-11
-0% -$946 0.65% 33
2016
Q1 		$2.44M Sell
28,898
-698
-2% -$59.4K 0.72% 31
2015
Q4 		$2.82M Buy
29,596
+24,449
+475% +$2.27M 0.81% 30
2015
Q3 		$459K Sell
5,147
-4,270
-45% -$402K 0.2% 67
2015
Q2 		$901K Hold
9,417
– – 0.46% 46
2015
Q1 		$878K Sell
9,417
-374
-4% -$33.8K 0.41% 46
2014
Q4 		$893K Buy
9,791
+815
+9% +$70.6K 0.14% 35
2014
Q3 		$768K Buy
8,976
+15
+0.2% +$1.27K 0.13% 36
2014
Q2 		$798K Buy
8,961
+140
+2% +$12K 0.15% 35
2014
Q1 		$767K Hold
8,821
– – 0.43% 43
2013
Q4 		$684K Sell
8,821
-495
-5% -$37.1K 0.3% 52
2013
Q3 		$675K Buy
9,316
+375
+4% +$28K 0.32% 50
2013
Q2 		$652K Buy
+8,941
New +$619K 0.33% 54

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

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

JFS Wealth Advisors reduced its PNC Financial Services (PNC) stake by 1% in Q2 2026, selling an estimated $24K and leaving 10,119 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #101.

JFS Wealth Advisors first reported a position in PNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.84M in Q2 2017. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • JFS Wealth Advisors held 10,119 shares of PNC Financial Services worth $2.49M as of Q2 2026.
  • JFS Wealth Advisors sold 107 PNC Financial Services shares in Q2 2026, an estimated $24K.
  • PNC Financial Services made up 0.12% of JFS Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • JFS Wealth Advisors first reported a position in PNC Financial Services in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's PNC Financial Services position peaked at $2.84M in Q2 2017.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.