LBMC Investment Advisors’s PNC Financial Services PNC Stock Holding History

LBMC Investment Advisors’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 Q1	$687K	Hold	3,302	–	–	0.04%	129
2025 Q4	$689K	Hold	3,302	–	–	0.04%	121
2025 Q3	$664K	Hold	3,302	–	–	0.04%	127
2025 Q2	$616K	Hold	3,302	–	–	0.04%	111
2025 Q1	$580K	Hold	3,302	–	–	0.05%	111
2024 Q4	$637K	Hold	3,302	–	–	0.05%	102
2024 Q3	$610K	Hold	3,302	–	–	0.05%	103
2024 Q2	$513K	Hold	3,302	–	–	0.04%	104
2024 Q1	$534K	Buy	3,302 +1,500	+83%	+$226K	0.05%	100
2023 Q4	$279K	Hold	1,802	–	–	0.03%	129
2023 Q3	$216K	Hold	1,802	–	–	0.02%	145
2023 Q2	$227K	Hold	1,802	–	–	0.02%	151
2023 Q1	$229K	Hold	1,802	–	–	0.02%	149
2022 Q4	$285K	Hold	1,802	–	–	0.03%	126
2022 Q3	$269K	Sell	1,802 -2	-0.1%	-$324	0.03%	119
2022 Q2	$285K	Sell	1,804 -61	-3%	-$10.2K	0.03%	114
2022 Q1	$344K	Hold	1,865	–	–	0.03%	110
2021 Q4	$374K	Sell	1,865 -884	-32%	-$180K	0.03%	115
2021 Q3	$365	Buy	2,749 +880	+47%	+$166K	0.03%	110
2021 Q2	$357K	Buy	+1,869	New	+$351K	0.03%	108

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LBMC Investment Advisors's PNC Position: Q1 2026 in Review

LBMC Investment Advisors held its PNC Financial Services (PNC) position steady in Q1 2026 at 3,302 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #129.

LBMC Investment Advisors first reported a position in PNC in Q2 2021 and has held it in 20 quarters since. The position peaked at $689K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

LBMC Investment Advisors held 3,302 shares of PNC Financial Services worth $687K as of Q1 2026.
LBMC Investment Advisors left its PNC Financial Services share count unchanged in Q1 2026.
PNC Financial Services made up 0.04% of LBMC Investment Advisors's portfolio in Q1 2026, its #129 holding.
LBMC Investment Advisors first reported a position in PNC Financial Services in Q2 2021 and has held it in 20 quarters since.
LBMC Investment Advisors's PNC Financial Services position peaked at $689K in Q4 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.