Joel Isaacson & Co’s PNC Financial Services PNC Stock Holding History

Joel Isaacson & Co’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 Q1	$10.2M	Sell	49,094 -263	-0.5%	-$57.3K	0.34%	40
2025 Q4	$10.3M	Hold	49,357	–	–	0.34%	37
2025 Q3	$9.92M	Hold	49,357	–	–	0.36%	36
2025 Q2	$9.2M	Buy	49,357 +833	+2%	+$141K	0.37%	37
2025 Q1	$8.53M	Sell	48,524 -43	-0.1%	-$8.12K	0.39%	34
2024 Q4	$9.37M	Buy	48,567 +1,076	+2%	+$212K	0.42%	32
2024 Q3	$8.78M	Buy	47,491 +745	+2%	+$131K	0.42%	31
2024 Q2	$7.27M	Sell	46,746 -2,170	-4%	-$336K	0.38%	33
2024 Q1	$7.9M	Sell	48,916 -67	-0.1%	-$10.1K	0.43%	29
2023 Q4	$7.59M	Hold	48,983	–	–	0.47%	27
2023 Q3	$6.01M	Hold	48,983	–	–	0.41%	30
2023 Q2	$6.17M	Sell	48,983 -260	-0.5%	-$31.8K	0.41%	28
2023 Q1	$6.26M	Sell	49,243 -44	-0.1%	-$6.63K	0.45%	26
2022 Q4	$7.78M	Sell	49,287 -400	-0.8%	-$63K	0.6%	21
2022 Q3	$7.42M	Buy	49,687 +45,459	+1,075%	+$7.36M	0.64%	22
2022 Q2	$667K	Sell	4,228 -113	-3%	-$18.9K	0.06%	135
2022 Q1	$763K	Buy	4,341 +38	+0.9%	+$7.68K	0.06%	137
2021 Q4	$863K	Buy	4,303 +19	+0.4%	+$3.87K	0.06%	133
2021 Q3	$838K	Buy	4,284 +250	+6%	+$47.2K	0.06%	129
2021 Q2	$770K	Buy	4,034 +300	+8%	+$56.3K	0.06%	130
2021 Q1	$655K	Buy	3,734 +152	+4%	+$25.1K	0.06%	126
2020 Q4	$534K	Hold	3,582	–	–	0.05%	142
2020 Q3	$394K	Hold	3,582	–	–	0.05%	149
2020 Q2	$377K	Buy	3,582 +437	+14%	+$46K	0.05%	141
2020 Q1	$301K	Sell	3,145 -1,012	-24%	-$136K	0.05%	141
2019 Q4	$664K	Hold	4,157	–	–	0.09%	100
2019 Q3	$583K	Sell	4,157 -9	-0.2%	-$1.22K	0.08%	110
2019 Q2	$572K	Buy	4,166 +1,006	+32%	+$133K	0.08%	113
2019 Q1	$388K	Hold	3,160	–	–	0.06%	151
2018 Q4	$379K	Sell	3,160 -62	-2%	-$7.91K	0.06%	157
2018 Q3	$439K	Hold	3,222	–	–	0.07%	135
2018 Q2	$435K	Buy	3,222 +400	+14%	+$58.4K	0.07%	131
2018 Q1	$427K	Hold	2,822	–	–	0.07%	125
2017 Q4	$407K	Buy	2,822 +525	+23%	+$72.5K	0.07%	131
2017 Q3	$310K	Buy	2,297 +4	+0.2%	+$513	0.06%	147
2017 Q2	$286K	Buy	2,293 +2	+0.1%	+$241	0.05%	146
2017 Q1	$275K	Sell	2,291 -197	-8%	-$24.1K	0.05%	142
2016 Q4	$291K	Buy	2,488 +281	+13%	+$29.2K	0.06%	127
2016 Q3	$199K	Buy	2,207 +3	+0.1%	+$257	0.04%	164
2016 Q2	$179K	Sell	2,204 -960	-30%	-$82.5K	0.04%	172
2016 Q1	$268K	Buy	3,164 +600	+23%	+$51.1K	0.06%	144
2015 Q4	$244K	Sell	2,564 -324	-11%	-$30.1K	0.06%	140
2015 Q3	$258K	Hold	2,888	–	–	0.07%	124
2015 Q2	$276K	Buy	2,888 +299	+12%	+$28.3K	0.07%	131
2015 Q1	$241K	Hold	2,589	–	–	0.06%	143
2014 Q4	$236K	Hold	2,589	–	–	0.06%	135
2014 Q3	$222K	Buy	2,589 +25	+1%	+$2.13K	0.07%	112
2014 Q2	$228K	Buy	2,564 +964	+60%	+$82.3K	0.07%	112
2014 Q1	$139K	Hold	1,600	–	–	0.05%	160
2013 Q4	$124K	Hold	1,600	–	–	0.05%	161
2013 Q3	$116K	Buy	1,600 +200	+14%	+$14.9K	0.05%	159
2013 Q2	$102K	Buy	+1,400	New	+$97K	0.05%	144

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Joel Isaacson & Co's PNC Position: Q1 2026 in Review

Joel Isaacson & Co reduced its PNC Financial Services (PNC) stake by 0.53% in Q1 2026, selling an estimated $57.3K and leaving 49,094 shares worth $10.2M. The position accounts for 0.34% of the portfolio, ranked #40.

Joel Isaacson & Co first reported a position in PNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Joel Isaacson & Co held 49,094 shares of PNC Financial Services worth $10.2M as of Q1 2026.
Joel Isaacson & Co sold 263 PNC Financial Services shares in Q1 2026, an estimated $57.3K.
PNC Financial Services made up 0.34% of Joel Isaacson & Co's portfolio in Q1 2026, its #40 holding.
Joel Isaacson & Co first reported a position in PNC Financial Services in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's PNC Financial Services position peaked at $10.3M in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.