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Klingman & Associates’s PNC Financial Services PNC Stock Holding History

Klingman & Associates’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 		$226K Buy
1,085
+51
+5% +$11.1K 0.01% 311
2025
Q4 		$216K Buy
1,034
+15
+1% +$2.9K 0.01% 304
2025
Q3 		$205K Buy
+1,019
New +$202K 0.01% 308

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

Klingman & Associates's PNC Position: Q1 2026 in Review

Klingman & Associates increased its PNC Financial Services (PNC) stake by 4.9% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,085 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #311.

Klingman & Associates first reported a position in PNC in Q3 2025 and has held it in 3 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Klingman & Associates held 1,085 shares of PNC Financial Services worth $226K as of Q1 2026.
  • Klingman & Associates bought 51 PNC Financial Services shares in Q1 2026, an estimated $11.1K.
  • PNC Financial Services made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #311 holding.
  • Klingman & Associates first reported a position in PNC Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.