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Kingswood Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Kingswood Wealth Advisors’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 		$886K Sell
3,597
-87
-2% -$19.5K 0.04% 439
2026
Q1 		$767K Buy
3,684
+325
+10% +$70.8K 0.04% 437
2025
Q4 		$701K Buy
3,359
+621
+23% +$120K 0.03% 430
2025
Q3 		$550K Buy
2,738
+542
+25% +$107K 0.03% 456
2025
Q2 		$409K Sell
2,196
-606
-22% -$103K 0.03% 472
2025
Q1 		$493K Buy
2,802
+120
+4% +$22.7K 0.05% 401
2024
Q4 		$517K Sell
2,682
-1,141
-30% -$224K 0.04% 428
2024
Q3 		$707K Buy
3,823
+487
+15% +$85.4K 0.05% 370
2024
Q2 		$519K Buy
3,336
+870
+35% +$135K 0.05% 379
2024
Q1 		$399K Sell
2,466
-473
-16% -$71.3K 0.05% 401
2023
Q4 		$455K Sell
2,939
-1,008
-26% -$131K 0.05% 370
2023
Q3 		$485K Buy
+3,947
New +$497K 0.08% 249

Other funds holding PNC

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Kingswood Wealth Advisors's PNC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its PNC Financial Services (PNC) stake by 2.4% in Q2 2026, selling an estimated $19.5K and leaving 3,597 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #439.

Kingswood Wealth Advisors first reported a position in PNC in Q3 2023 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Kingswood Wealth Advisors held 3,597 shares of PNC Financial Services worth $886K as of Q2 2026.
  • Kingswood Wealth Advisors sold 87 PNC Financial Services shares in Q2 2026, an estimated $19.5K.
  • PNC Financial Services made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • Kingswood Wealth Advisors first reported a position in PNC Financial Services in Q3 2023 and has held it in 12 quarters since.
  • 702 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.