Lloyd Advisory Services’s PNC Financial Services PNC Stock Holding History

Lloyd Advisory Services’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	$198K	Buy	+804	New	+$180K	0.08%	117
2026 Q1	–	Sell	-1,062	Closed	-$222K	–	999
2025 Q4	$222K	Sell	1,062 -59	-5%	-$11.4K	0.09%	109
2025 Q3	$225K	Sell	1,121 -44	-4%	-$8.7K	0.11%	87
2025 Q2	$217K	Buy	+1,165	New	+$197K	0.11%	94
2022 Q2	–	Sell	-14	Closed	-$3K	–	424
2022 Q1	$3K	Buy	14 +9	+180%	+$1.82K	﹤0.01%	487
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	402
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	372
2021 Q2	$1K	Sell	5 -612	-99%	-$115K	﹤0.01%	384
2021 Q1	$108K	Sell	617 -192	-24%	-$31.7K	0.06%	99
2020 Q4	$121K	Sell	809 -64	-7%	-$8.18K	0.07%	73
2020 Q3	$96K	Sell	873 -112	-11%	-$12K	0.06%	78
2020 Q2	$104K	Sell	985 -84	-8%	-$8.85K	0.07%	75
2020 Q1	$102K	Sell	1,069 -134	-11%	-$18K	0.08%	73
2019 Q4	$192K	Buy	+1,203	New	+$181K	0.17%	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

Lloyd Advisory Services's PNC Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in PNC Financial Services (PNC) in Q2 2026: 804 shares worth $198K. The stake represents 0.08% of the portfolio and ranks #117 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PNC as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PNC in Q4 2019 and has held it in 14 quarters since. The position peaked at $225K in Q3 2025. 2,030 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Lloyd Advisory Services held 804 shares of PNC Financial Services worth $198K as of Q2 2026.
PNC Financial Services was a new Lloyd Advisory Services position in Q2 2026.
PNC Financial Services made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #117 holding.
Lloyd Advisory Services first reported a position in PNC Financial Services in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's PNC Financial Services position peaked at $225K in Q3 2025.
2,030 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.