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Legacy Wealth Asset Management’s PNC Financial Services PNC Stock Holding History

Legacy Wealth Asset 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
Q3 		$891K Sell
4,008
-101
-2% -$24.8K 0.2% 150
2026
Q2 		$1.01M Sell
4,109
-53
-1% -$11.9K 0.22% 124
2026
Q1 		$866K Sell
4,162
-11
-0.3% -$2.4K 0.21% 143
2025
Q4 		$871K Sell
4,173
-9
-0.2% -$1.74K 0.21% 140
2025
Q3 		$840K Sell
4,182
-23
-0.5% -$4.55K 0.2% 135
2025
Q2 		$784K Buy
4,205
+15
+0.4% +$2.54K 0.2% 135
2025
Q1 		$736K Sell
4,190
-68
-2% -$12.8K 0.2% 146
2024
Q4 		$821K Sell
4,258
-158
-4% -$31.1K 0.22% 122
2024
Q3 		$816K Sell
4,416
-44
-1% -$7.72K 0.22% 126
2024
Q2 		$693K Sell
4,460
-9
-0.2% -$1.4K 0.2% 143
2024
Q1 		$722K Buy
4,469
+11
+0.2% +$1.66K 0.2% 148
2023
Q4 		$690K Sell
4,458
-74
-2% -$9.58K 0.23% 144
2023
Q3 		$556K Buy
4,532
+24
+0.5% +$3.02K 0.2% 167
2023
Q2 		$568K Sell
4,508
-9
-0.2% -$1.1K 0.2% 178
2023
Q1 		$574K Buy
4,517
+19
+0.4% +$2.87K 0.21% 167
2022
Q4 		$710K Buy
4,498
+46
+1% +$7.24K 0.27% 129
2022
Q3 		$665K Sell
4,452
-1,010
-18% -$164K 0.29% 118
2022
Q2 		$862K Buy
5,462
+87
+2% +$14.6K 0.35% 107
2022
Q1 		$991K Sell
5,375
-72
-1% -$14.6K 0.35% 101
2021
Q4 		$1.09M Sell
5,447
-66
-1% -$13.4K 0.37% 77
2021
Q3 		$1.08M Sell
5,513
-15
-0.3% -$2.83K 0.49% 53
2021
Q2 		$1.05M Sell
5,528
-131
-2% -$24.6K 0.47% 62
2021
Q1 		$993K Buy
5,659
+49
+0.9% +$8.08K 0.46% 55
2020
Q4 		$836K Buy
+5,610
New +$717K 0.42% 72

Other funds holding PNC

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's PNC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its PNC Financial Services (PNC) stake by 2.5% in Q3 2026, selling an estimated $24.8K and leaving 4,008 shares worth $891K. The position accounts for 0.2% of the portfolio, ranked #150.

Legacy Wealth Asset Management first reported a position in PNC in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2021. 92 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Legacy Wealth Asset Management held 4,008 shares of PNC Financial Services worth $891K as of Q3 2026.
  • Legacy Wealth Asset Management sold 101 PNC Financial Services shares in Q3 2026, an estimated $24.8K.
  • PNC Financial Services made up 0.2% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #150 holding.
  • Legacy Wealth Asset Management first reported a position in PNC Financial Services in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's PNC Financial Services position peaked at $1.09M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.