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Kestra Private Wealth Services’s PNC Financial Services PNC Stock Holding History

Kestra Private Wealth Services’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 		$5.22M Buy
25,061
+3,477
+16% +$757K 0.06% 316
2025
Q4 		$4.51M Buy
21,584
+419
+2% +$80.9K 0.06% 337
2025
Q3 		$4.25M Sell
21,165
-1,343
-6% -$266K 0.06% 332
2025
Q2 		$4.2M Buy
22,508
+2,598
+13% +$440K 0.06% 305
2025
Q1 		$3.5M Sell
19,910
-1,257
-6% -$237K 0.06% 328
2024
Q4 		$4.08M Sell
21,167
-90
-0.4% -$17.7K 0.07% 282
2024
Q3 		$3.93M Sell
21,257
-2,528
-11% -$443K 0.07% 275
2024
Q2 		$3.7M Buy
23,785
+2,540
+12% +$394K 0.07% 259
2024
Q1 		$3.43M Buy
21,245
+605
+3% +$91.2K 0.08% 265
2023
Q4 		$3.2M Buy
20,640
+3,160
+18% +$409K 0.08% 254
2023
Q3 		$2.15M Buy
17,480
+898
+5% +$113K 0.07% 294
2023
Q2 		$2.09M Buy
16,582
+467
+3% +$57.1K 0.07% 288
2023
Q1 		$2.05M Buy
16,115
+1,335
+9% +$201K 0.08% 267
2022
Q4 		$2.33M Buy
14,780
+7,014
+90% +$1.1M 0.12% 201
2022
Q3 		$1.16M Buy
7,766
+583
+8% +$94.4K 0.07% 306
2022
Q2 		$1.13M Sell
7,183
-2
-0% -$335 0.06% 315
2022
Q1 		$1.32M Buy
7,185
+33
+0.5% +$6.67K 0.07% 311
2021
Q4 		$1.43M Sell
7,152
-2,427
-25% -$494K 0.07% 301
2021
Q3 		$1.87M Buy
9,579
+196
+2% +$37K 0.1% 215
2021
Q2 		$1.79M Sell
9,383
-39
-0.4% -$7.32K 0.11% 213
2021
Q1 		$1.65M Buy
9,422
+870
+10% +$143K 0.12% 201
2020
Q4 		$1.26M Buy
8,552
+1,702
+25% +$217K 0.09% 224
2020
Q3 		$753K Buy
+6,850
New +$737K 0.07% 297

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

Kestra Private Wealth Services's PNC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PNC Financial Services (PNC) stake by 16% in Q1 2026, buying an estimated $757K and bringing the position to 25,061 shares worth $5.22M. The position accounts for 0.06% of the portfolio, ranked #316.

Kestra Private Wealth Services first reported a position in PNC in Q3 2020 and has held it in 23 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Kestra Private Wealth Services held 25,061 shares of PNC Financial Services worth $5.22M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,477 PNC Financial Services shares in Q1 2026, an estimated $757K.
  • PNC Financial Services made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #316 holding.
  • Kestra Private Wealth Services first reported a position in PNC Financial Services in Q3 2020 and has held it in 23 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.