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Laurel Oak Wealth Management’s PNC Financial Services PNC Stock Holding History

Laurel Oak 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 		$634K Sell
2,576
-152
-6% -$34K 0.09% 169
2026
Q1 		$568K Buy
2,728
+174
+7% +$37.9K 0.1% 173
2025
Q4 		$533K Buy
+2,554
New +$493K 0.09% 178

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Laurel Oak Wealth Management's PNC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its PNC Financial Services (PNC) stake by 5.6% in Q2 2026, selling an estimated $34K and leaving 2,576 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #169.

Laurel Oak Wealth Management first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. 1,282 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Laurel Oak Wealth Management held 2,576 shares of PNC Financial Services worth $634K as of Q2 2026.
  • Laurel Oak Wealth Management sold 152 PNC Financial Services shares in Q2 2026, an estimated $34K.
  • PNC Financial Services made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Laurel Oak Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.