LWM
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Lakeridge Wealth Management’s PNC Financial Services PNC Stock Holding History

Lakeridge Wealth Management’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 		$608K Buy
2,471
+73
+3% +$16.3K 0.22% 90
2026
Q1 		$499K Buy
2,398
+38
+2% +$8.27K 0.21% 92
2025
Q4 		$493K Buy
2,360
+29
+1% +$5.6K 0.22% 90
2025
Q3 		$468K Sell
2,331
-94
-4% -$18.6K 0.21% 87
2025
Q2 		$452K Buy
2,425
+10
+0.4% +$1.69K 0.21% 89
2025
Q1 		$425K Buy
2,415
+27
+1% +$5.1K 0.21% 95
2024
Q4 		$460K Buy
2,388
+3
+0.1% +$590 0.24% 84
2024
Q3 		$441K Buy
2,385
+2
+0.1% +$351 0.24% 82
2024
Q2 		$371K Buy
2,383
+83
+4% +$12.9K 0.22% 91
2024
Q1 		$372K Buy
2,300
+2
+0.1% +$301 0.24% 83
2023
Q4 		$356K Buy
+2,298
New +$298K 0.26% 80

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Lakeridge Wealth Management's PNC Position: Q2 2026 in Review

Lakeridge Wealth Management increased its PNC Financial Services (PNC) stake by 3% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,471 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #90.

Lakeridge Wealth Management first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Lakeridge Wealth Management held 2,471 shares of PNC Financial Services worth $608K as of Q2 2026.
  • Lakeridge Wealth Management bought 73 PNC Financial Services shares in Q2 2026, an estimated $16.3K.
  • PNC Financial Services made up 0.22% of Lakeridge Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Lakeridge Wealth Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 709 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.