Kovitz Investment Group Partners
PNC icon

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
2021
Q1 		– Sell
-131
Closed -$653K – 431
2020
Q4 		$653K Buy
131
+3
+2% +$383 0.02% 317
2020
Q3 		$256K Buy
128
+4
+3% +$430 0.01% 371
2020
Q2 		$262K Buy
+124
New +$13.1K 0.01% 347

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

Kovitz Investment Group Partners's PNC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its PNC Financial Services (PNC) stake by 27% in Q2 2026, selling an estimated $252K and leaving 3,042 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #348.

Kovitz Investment Group Partners first reported a position in PNC in Q4 2018 and has held it in 31 quarters since. The position peaked at $87.7M in Q3 2025. 2,038 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Kovitz Investment Group Partners held 3,042 shares of PNC Financial Services worth $749K as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,127 PNC Financial Services shares in Q2 2026, an estimated $252K.
  • PNC Financial Services made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #348 holding.
  • Kovitz Investment Group Partners first reported a position in PNC Financial Services in Q4 2018 and has held it in 31 quarters since.
  • Kovitz Investment Group Partners's PNC Financial Services position peaked at $87.7M in Q3 2025.
  • 2,038 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.