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JPL Wealth Management’s PNC Financial Services PNC Stock Holding History

JPL 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
Q1 		$36K Buy
+173
New +$37.7K 0.01% 285
2025
Q4 		– Sell
-185
Closed -$37.2K – 852
2025
Q3 		$37.2K Buy
+185
New +$36.6K 0.01% 286

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JPL Wealth Management's PNC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in PNC Financial Services (PNC) in Q1 2026: 173 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PNC as recently as Q3 2025.

JPL Wealth Management first reported a position in PNC in Q3 2025 and has held it in 2 quarters since. The position peaked at $37.2K in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • JPL Wealth Management held 173 shares of PNC Financial Services worth $36K as of Q1 2026.
  • PNC Financial Services was a new JPL Wealth Management position in Q1 2026.
  • PNC Financial Services made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #285 holding.
  • JPL Wealth Management first reported a position in PNC Financial Services in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's PNC Financial Services position peaked at $37.2K in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.