Lake Street Private Wealth’s PNC Financial Services PNC Stock Holding History

Lake Street Private Wealth’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	$207K	Buy	+839	New	+$188K	0.02%	269
2023 Q2	–	Sell	-1,689	Closed	-$215K	–	298
2023 Q1	$215K	Buy	1,689 +95	+6%	+$14.3K	0.04%	260
2022 Q4	$252K	Sell	1,594 -139	-8%	-$21.9K	0.05%	237
2022 Q3	$259K	Sell	1,733 -777	-31%	-$126K	0.06%	233
2022 Q2	$396K	Sell	2,510 -6	-0.2%	-$1.01K	0.08%	194
2022 Q1	$464K	Sell	2,516 -17	-0.7%	-$3.44K	0.08%	192
2021 Q4	$508K	Buy	+2,533	New	+$515K	0.09%	197

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lake Street Private Wealth's PNC Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in PNC Financial Services (PNC) in Q2 2026: 839 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings. This is a return to the name: Lake Street Private Wealth previously reported a position in PNC as recently as Q1 2023.

Lake Street Private Wealth first reported a position in PNC in Q4 2021 and has held it in 7 quarters since. The position peaked at $508K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Lake Street Private Wealth held 839 shares of PNC Financial Services worth $207K as of Q2 2026.
PNC Financial Services was a new Lake Street Private Wealth position in Q2 2026.
PNC Financial Services made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #269 holding.
Lake Street Private Wealth first reported a position in PNC Financial Services in Q4 2021 and has held it in 7 quarters since.
Lake Street Private Wealth's PNC Financial Services position peaked at $508K in Q4 2021.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.