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LifeSteps Financial’s PNC Financial Services PNC Stock Holding History

LifeSteps Financial’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 		$1.23K Buy
+5
New +$1.12K ﹤0.01% 721
2024
Q2 		– Sell
-80
Closed -$12.9K – 318
2024
Q1 		$12.9K Buy
+80
New +$12.1K 0.01% 277

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

LifeSteps Financial's PNC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in PNC Financial Services (PNC) in Q2 2026: 5 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PNC as recently as Q1 2024.

LifeSteps Financial first reported a position in PNC in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.9K in Q1 2024. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • LifeSteps Financial held 5 shares of PNC Financial Services worth $1.23K as of Q2 2026.
  • PNC Financial Services was a new LifeSteps Financial position in Q2 2026.
  • PNC Financial Services made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #721 holding.
  • LifeSteps Financial first reported a position in PNC Financial Services in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's PNC Financial Services position peaked at $12.9K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.