Liberty Square Wealth Partners’s PNC Financial Services PNC Stock Holding History

Liberty Square 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 Q2	$771K	Sell	3,131 -5	-0.2%	-$1.12K	0.18%	55
2026 Q1	$653K	Buy	3,136 +5	+0.2%	+$1.09K	0.18%	62
2025 Q4	$654K	Hold	3,131	–	–	0.19%	63
2025 Q3	$629K	Hold	3,131	–	–	0.19%	69
2025 Q2	$584K	Hold	3,131	–	–	0.2%	68
2025 Q1	$550K	Hold	3,131	–	–	0.21%	73
2024 Q4	$607K	Buy	+3,131	New	+$615K	0.22%	69

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Liberty Square Wealth Partners's PNC Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its PNC Financial Services (PNC) stake by 0.16% in Q2 2026, selling an estimated $1.12K and leaving 3,131 shares worth $771K. The position accounts for 0.18% of the portfolio, ranked #55.

Liberty Square Wealth Partners first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Liberty Square Wealth Partners held 3,131 shares of PNC Financial Services worth $771K as of Q2 2026.
Liberty Square Wealth Partners sold 5 PNC Financial Services shares in Q2 2026, an estimated $1.12K.
PNC Financial Services made up 0.18% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #55 holding.
Liberty Square Wealth Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.