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LifeGoal Wealth Advisors’s PNC Financial Services PNC Stock Holding History

LifeGoal Wealth 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
Q3 		$287K Buy
1,291
+80
+7% +$19.6K 0.09% 148
2026
Q2 		$298K Buy
1,211
+217
+22% +$48.6K 0.14% 97
2026
Q1 		$208K Buy
+994
New +$216K 0.12% 108

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

LifeGoal Wealth Advisors's PNC Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its PNC Financial Services (PNC) stake by 6.6% in Q3 2026, buying an estimated $19.6K and bringing the position to 1,291 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #148.

LifeGoal Wealth Advisors first reported a position in PNC in Q1 2026 and has held it in 3 quarters since. The position peaked at $298K in Q2 2026. 92 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,291 shares of PNC Financial Services worth $287K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 80 PNC Financial Services shares in Q3 2026, an estimated $19.6K.
  • PNC Financial Services made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • LifeGoal Wealth Advisors first reported a position in PNC Financial Services in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's PNC Financial Services position peaked at $298K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.