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LM Advisors’s PNC Financial Services PNC Stock Holding History

LM 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 		$212K Buy
+862
New +$193K 0.02% 222
2025
Q2 		– Sell
-4,424
Closed -$778K – 223
2025
Q1 		$778K Buy
+4,424
New +$835K 0.14% 115
2024
Q2 		– Sell
-2,802
Closed -$453K – 211
2024
Q1 		$453K Hold
2,802
– – 0.07% 142
2023
Q4 		$434K Buy
+2,802
New +$363K 0.09% 126

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LM Advisors's PNC Position: Q2 2026 in Review

LM Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 862 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: LM Advisors previously reported a position in PNC as recently as Q1 2025.

LM Advisors first reported a position in PNC in Q4 2023 and has held it in 4 quarters since. The position peaked at $778K in Q1 2025. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • LM Advisors held 862 shares of PNC Financial Services worth $212K as of Q2 2026.
  • PNC Financial Services was a new LM Advisors position in Q2 2026.
  • PNC Financial Services made up 0.02% of LM Advisors's portfolio in Q2 2026, its #222 holding.
  • LM Advisors first reported a position in PNC Financial Services in Q4 2023 and has held it in 4 quarters since.
  • LM Advisors's PNC Financial Services position peaked at $778K in Q1 2025.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.