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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Square Wealth Partners's PNC Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its PNC Financial Services (PNC) stake by 0.16% in Q1 2026, buying an estimated $1.09K and bringing the position to 3,136 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #62.

Liberty Square Wealth Partners first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $654K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Liberty Square Wealth Partners held 3,136 shares of PNC Financial Services worth $653K as of Q1 2026.
  • Liberty Square Wealth Partners bought 5 PNC Financial Services shares in Q1 2026, an estimated $1.09K.
  • PNC Financial Services made up 0.18% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #62 holding.
  • Liberty Square Wealth Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's PNC Financial Services position peaked at $654K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.