Legacy Capital Wealth Partners’s PNC Financial Services PNC Stock Holding History

Legacy Capital Wealth 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
2026 Q1	$785K	Sell	3,773 -49	-1%	-$10.7K	0.16%	131
2025 Q4	$798K	Sell	3,822 -43	-1%	-$8.3K	0.17%	128
2025 Q3	$777K	Buy	3,865 +7	+0.2%	+$1.38K	0.17%	126
2025 Q2	$719K	Buy	3,858 +102	+3%	+$17.3K	0.16%	125
2025 Q1	$660K	Sell	3,756 -131	-3%	-$24.7K	0.16%	137
2024 Q4	$750K	Sell	3,887 -102	-3%	-$20.1K	0.19%	109
2024 Q3	$737K	Sell	3,989 -472	-11%	-$82.8K	0.15%	133
2024 Q2	$694K	Sell	4,461 -11,816	-73%	-$1.83M	0.18%	116
2024 Q1	$2.01M	Buy	16,277 +11,695	+255%	+$1.76M	1.43%	25
2023 Q4	$710K	Buy	4,582 +662	+17%	+$85.7K	0.2%	104
2023 Q3	$481K	Buy	+3,920	New	+$493K	0.13%	149
2023 Q2	–	Sell	-3,327	Closed	-$423K	–	181
2023 Q1	$423K	Buy	+3,327	New	+$502K	0.12%	153

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

Legacy Capital Wealth Partners's PNC Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its PNC Financial Services (PNC) stake by 1.3% in Q1 2026, selling an estimated $10.7K and leaving 3,773 shares worth $785K. The position accounts for 0.16% of the portfolio, ranked #131.

Legacy Capital Wealth Partners first reported a position in PNC in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q1 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Legacy Capital Wealth Partners held 3,773 shares of PNC Financial Services worth $785K as of Q1 2026.
Legacy Capital Wealth Partners sold 49 PNC Financial Services shares in Q1 2026, an estimated $10.7K.
PNC Financial Services made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #131 holding.
Legacy Capital Wealth Partners first reported a position in PNC Financial Services in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's PNC Financial Services position peaked at $2.01M in Q1 2024.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.