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Juncture Wealth Strategies’s PNC Financial Services PNC Stock Holding History

Juncture Wealth Strategies’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 		$618K Sell
2,509
-366
-13% -$82K 0.16% 97
2026
Q1 		$598K Buy
2,875
+10
+0.3% +$2.18K 0.2% 71
2025
Q4 		$598K Buy
2,865
+211
+8% +$40.7K 0.2% 67
2025
Q3 		$533K Buy
2,654
+259
+11% +$51.2K 0.18% 70
2025
Q2 		$446K Buy
2,395
+99
+4% +$16.8K 0.16% 78
2025
Q1 		$404K Sell
2,296
-99
-4% -$18.7K 0.16% 86
2024
Q4 		$462K Sell
2,395
-99
-4% -$19.5K 0.17% 76
2024
Q3 		$461K Buy
2,494
+551
+28% +$96.6K 0.18% 78
2024
Q2 		$302K Buy
+1,943
New +$301K 0.13% 85

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Juncture Wealth Strategies's PNC Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its PNC Financial Services (PNC) stake by 13% in Q2 2026, selling an estimated $82K and leaving 2,509 shares worth $618K. The position accounts for 0.16% of the portfolio, ranked #97.

Juncture Wealth Strategies first reported a position in PNC in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Juncture Wealth Strategies held 2,509 shares of PNC Financial Services worth $618K as of Q2 2026.
  • Juncture Wealth Strategies sold 366 PNC Financial Services shares in Q2 2026, an estimated $82K.
  • PNC Financial Services made up 0.16% of Juncture Wealth Strategies's portfolio in Q2 2026, its #97 holding.
  • Juncture Wealth Strategies first reported a position in PNC Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.