Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s PNC Financial Services PNC Stock Holding History

Kovitz Investment Group Partners’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 		$868K Sell
4,169
-2,250
-35% -$490K 0.02% 340
2025
Q4 		$1.34M Sell
6,419
-430,090
-99% -$83M 0.03% 282
2025
Q3 		$87.7M Buy
436,509
+34,689
+9% +$6.86M 0.34% 64
2025
Q2 		$74.9M Sell
401,820
-2,014
-0.5% -$341K 0.32% 74
2025
Q1 		$71M Sell
403,834
-3,214
-0.8% -$607K 0.36% 73
2024
Q4 		$78.5M Buy
407,048
+338,117
+491% +$66.5M 0.38% 69
2024
Q3 		$11.9M Buy
68,931
+2,972
+5% +$521K 0.08% 199
2024
Q2 		$10.3M Sell
65,959
-4,846
-7% -$751K 0.09% 176
2024
Q1 		$11.4M Buy
70,805
+16,566
+31% +$2.5M 0.15% 95
2023
Q4 		$8.4M Sell
54,239
-1,887
-3% -$244K 0.14% 86
2023
Q3 		$6.89M Sell
56,126
-1,666
-3% -$210K 0.12% 99
2023
Q2 		$7.28M Buy
57,792
+2,072
+4% +$253K 0.11% 97
2023
Q1 		$7.08M Buy
55,720
+8,521
+18% +$1.28M 0.12% 104
2022
Q4 		$7.46M Sell
47,199
-161
-0.3% -$25.3K 0.15% 96
2022
Q3 		$7.08M Sell
47,360
-16
-0% -$2.59K 0.16% 88
2022
Q2 		$7.47M Sell
47,376
-171
-0.4% -$28.7K 0.17% 95
2022
Q1 		$8.77M Sell
47,547
-9,130
-16% -$1.85M 0.17% 86
2021
Q4 		$8.45M Buy
56,677
+9,851
+21% +$2M 0.2% 75
2021
Q3 		$9.16M Sell
46,826
-390
-0.8% -$73.7K 0.18% 81
2021
Q2 		$9.01M Sell
47,216
-8,019
-15% -$1.51M 0.18% 86
2021
Q1 		$9.69M Sell
55,235
-1,327
-2% -$219K 0.23% 71
2020
Q4 		$8.43M Sell
56,562
-1,941
-3% -$248K 0.21% 73
2020
Q3 		$6.43M Sell
58,503
-1,711
-3% -$184K 0.18% 88
2020
Q2 		$6.34M Sell
60,214
-2,375
-4% -$250K 0.2% 85
2020
Q1 		$5.99M Sell
62,589
-2,424
-4% -$326K 0.22% 77
2019
Q4 		$10.4M Sell
65,013
-1,074
-2% -$161K 0.3% 52
2019
Q3 		$9.26M Sell
66,087
-427
-0.6% -$57.9K 0.3% 59
2019
Q2 		$9.13M Sell
66,514
-964
-1% -$127K 0.29% 56
2019
Q1 		$8.28M Buy
67,478
+12,899
+24% +$1.6M 0.26% 62
2018
Q4 		$6.38M Buy
+54,579
New +$6.97M 0.25% 63

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

Kovitz Investment Group Partners's PNC Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its PNC Financial Services (PNC) stake by 35% in Q1 2026, selling an estimated $490K and leaving 4,169 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #340.

Kovitz Investment Group Partners first reported a position in PNC in Q4 2018 and has held it in 30 quarters since. The position peaked at $87.7M in Q3 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Kovitz Investment Group Partners held 4,169 shares of PNC Financial Services worth $868K as of Q1 2026.
  • Kovitz Investment Group Partners sold 2,250 PNC Financial Services shares in Q1 2026, an estimated $490K.
  • PNC Financial Services made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #340 holding.
  • Kovitz Investment Group Partners first reported a position in PNC Financial Services in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's PNC Financial Services position peaked at $87.7M in Q3 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.