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

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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.