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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
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

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeGoal Wealth Advisors's PNC Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its PNC Financial Services (PNC) stake by 22% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,211 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #97.

LifeGoal Wealth Advisors first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,211 shares of PNC Financial Services worth $298K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 217 PNC Financial Services shares in Q2 2026, an estimated $48.6K.
  • PNC Financial Services made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • LifeGoal Wealth Advisors first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 929 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.