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Kaufman Rossin Wealth’s PNC Financial Services PNC Stock Holding History

Kaufman Rossin Wealth’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 		$341K Buy
1,358
+12
+0.9% +$2.69K 0.16% 70
2026
Q1 		$280K Sell
1,346
-3,609
-73% -$786K 0.16% 74
2025
Q4 		$1.03M Buy
4,955
+1
+0% +$193 0.54% 25
2025
Q3 		$995K Buy
4,954
+311
+7% +$61.5K 0.55% 25
2025
Q2 		$866K Buy
4,643
+881
+23% +$149K 0.55% 24
2025
Q1 		$661K Buy
+3,762
New +$710K 0.47% 31

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
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

Kaufman Rossin Wealth's PNC Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its PNC Financial Services (PNC) stake by 0.89% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,358 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #70.

Kaufman Rossin Wealth first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Kaufman Rossin Wealth held 1,358 shares of PNC Financial Services worth $341K as of Q2 2026.
  • Kaufman Rossin Wealth bought 12 PNC Financial Services shares in Q2 2026, an estimated $2.69K.
  • PNC Financial Services made up 0.16% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #70 holding.
  • Kaufman Rossin Wealth first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's PNC Financial Services position peaked at $1.03M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.