KMWM
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Keudell/Morrison Wealth Management’s PNC Financial Services PNC Stock Holding History

Keudell/Morrison 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
Q2 		$586K Sell
2,381
-290
-11% -$64.9K 0.11% 127
2026
Q1 		$556K Sell
2,671
-39
-1% -$8.49K 0.11% 126
2025
Q4 		$566K Buy
+2,710
New +$523K 0.12% 118
2025
Q2 		$505K Buy
2,710
+677
+33% +$115K 0.11% 120
2025
Q1 		$357K Buy
2,033
+7
+0.3% +$1.32K 0.08% 145
2024
Q4 		$391K Sell
2,026
-174
-8% -$34.2K 0.1% 135
2024
Q3 		$407K Sell
2,200
-6
-0.3% -$1.05K 0.11% 125
2024
Q2 		$343K Sell
2,206
-33
-1% -$5.12K 0.1% 143
2024
Q1 		$362K Buy
2,239
+307
+16% +$46.3K 0.11% 142
2023
Q4 		$299K Sell
1,932
-319
-14% -$41.3K 0.1% 153
2023
Q3 		$276K Sell
2,251
-8
-0.4% -$1.01K 0.08% 148
2023
Q2 		$285K Buy
2,259
+16
+0.7% +$1.96K 0.08% 151
2023
Q1 		$285K Buy
2,243
+171
+8% +$25.8K 0.08% 149
2022
Q4 		$327K Buy
2,072
+6
+0.3% +$944 0.11% 131
2022
Q3 		$309K Buy
2,066
+601
+41% +$97.4K 0.12% 132
2022
Q2 		$231K Buy
+1,465
New +$246K 0.08% 157
2021
Q2 		– Sell
-1,440
Closed -$253K – 174
2021
Q1 		$253K Sell
1,440
-254
-15% -$41.9K 0.15% 142
2020
Q4 		$252K Buy
+1,694
New +$216K 0.16% 137
2020
Q1 		– Sell
-1,863
Closed -$297K – 152
2019
Q4 		$297K Buy
1,863
+303
+19% +$45.5K 0.21% 114
2019
Q3 		$219K Buy
+1,560
New +$212K 0.18% 136

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Keudell/Morrison Wealth Management's PNC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its PNC Financial Services (PNC) stake by 11% in Q2 2026, selling an estimated $64.9K and leaving 2,381 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #127.

Keudell/Morrison Wealth Management first reported a position in PNC in Q3 2019 and has held it in 20 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,381 shares of PNC Financial Services worth $586K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 290 PNC Financial Services shares in Q2 2026, an estimated $64.9K.
  • PNC Financial Services made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Keudell/Morrison Wealth Management first reported a position in PNC Financial Services in Q3 2019 and has held it in 20 quarters since.
  • 2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.