LWCFA
PNC icon

Loring Wolcott & Coolidge Fiduciary Advisors’s PNC Financial Services PNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$455K Sell
1,847
-724
-28% -$162K ﹤0.01% 243
2026
Q1 		$569K Buy
2,571
+17
+0.7% +$3.7K 0.01% 223
2025
Q4 		$571K Sell
2,554
-90
-3% -$17.4K 0.01% 228
2025
Q3 		$481K Sell
2,644
-50
-2% -$9.89K ﹤0.01% 248
2025
Q2 		$502K Hold
2,694
– – ﹤0.01% 210
2025
Q1 		$424K Hold
2,694
– – ﹤0.01% 222
2024
Q4 		$547K Hold
2,694
– – ﹤0.01% 208
2024
Q3 		$509K Sell
2,694
-50
-2% -$8.77K ﹤0.01% 215
2024
Q2 		$486K Sell
2,744
-50
-2% -$7.75K ﹤0.01% 208
2024
Q1 		$436K Hold
2,794
– – ﹤0.01% 212
2023
Q4 		$422K Hold
2,794
– – ﹤0.01% 215
2023
Q3 		$335K Sell
2,794
-100
-3% -$12.6K ﹤0.01% 229
2023
Q2 		$365K Sell
2,894
-242
-8% -$29.6K ﹤0.01% 235
2023
Q1 		$399K Sell
3,136
-351
-10% -$52.9K ﹤0.01% 216
2022
Q4 		$551K Sell
3,487
-1,276
-27% -$201K 0.01% 190
2022
Q3 		$712K Sell
4,763
-252
-5% -$40.8K 0.01% 169
2022
Q2 		$791K Buy
5,015
+595
+13% +$99.7K 0.01% 170
2022
Q1 		$815K Sell
4,420
-150
-3% -$30.3K 0.01% 177
2021
Q4 		$916K Buy
4,570
+452
+11% +$92K 0.01% 184
2021
Q3 		$806K Sell
4,118
-163
-4% -$30.8K 0.01% 186
2021
Q2 		$817K Hold
4,281
– – 0.01% 188
2021
Q1 		$751K Sell
4,281
-387
-8% -$63.8K 0.01% 177
2020
Q4 		$696K Sell
4,668
-980
-17% -$125K 0.01% 178
2020
Q3 		$621K Sell
5,648
-214
-4% -$23K 0.01% 173
2020
Q2 		$617K Buy
5,862
+59
+1% +$6.22K 0.01% 166
2020
Q1 		$555K Sell
5,803
-1,000
-15% -$134K 0.01% 167
2019
Q4 		$1.09M Buy
6,803
+700
+11% +$105K 0.01% 149
2019
Q3 		$855K Sell
6,103
-250
-4% -$33.9K 0.01% 164
2019
Q2 		$872K Buy
6,353
+1,300
+26% +$172K 0.01% 164
2019
Q1 		$620K Buy
5,053
+200
+4% +$24.8K 0.01% 180
2018
Q4 		$567K Buy
4,853
+1,614
+50% +$206K 0.01% 188
2018
Q3 		$441K Hold
3,239
– – 0.01% 210
2018
Q2 		$438K Hold
3,239
– – 0.01% 210
2018
Q1 		$490K Hold
3,239
– – 0.01% 201
2017
Q4 		$467K Hold
3,239
– – 0.01% 205
2017
Q3 		$437K Buy
3,239
+7
+0.2% +$898 0.01% 207
2017
Q2 		$416K Sell
3,232
-12
-0.4% -$1.45K 0.01% 205
2017
Q1 		$390K Buy
3,244
+200
+7% +$24.5K 0.01% 207
2016
Q4 		$356K Hold
3,044
– – 0.01% 217
2016
Q3 		$274K Sell
3,044
-12
-0.4% -$1.03K 0.01% 236
2016
Q2 		$249K Buy
3,056
+24
+0.8% +$2.06K 0.01% 240
2016
Q1 		$256K Hold
3,032
– – 0.01% 225
2015
Q4 		$289K Buy
3,032
+1,150
+61% +$107K 0.01% 236
2015
Q3 		$180K Hold
1,882
– – ﹤0.01% 286
2015
Q2 		$180K Hold
1,882
– – ﹤0.01% 286
2015
Q1 		$175K Hold
1,882
– – ﹤0.01% 303
2014
Q4 		$172K Buy
1,882
+100
+6% +$8.67K ﹤0.01% 297
2014
Q3 		$153K Hold
1,782
– – ﹤0.01% 299
2014
Q2 		$159K Hold
1,782
– – ﹤0.01% 303
2014
Q1 		$155K Hold
1,782
– – ﹤0.01% 290
2013
Q4 		$138K Hold
1,782
– – ﹤0.01% 293
2013
Q3 		$129K Hold
1,782
– – ﹤0.01% 284
2013
Q2 		$130K Buy
+1,782
New +$123K ﹤0.01% 295

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PNC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its PNC Financial Services (PNC) stake by 28% in Q2 2026, selling an estimated $162K and leaving 1,847 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.09M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,847 shares of PNC Financial Services worth $455K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 724 PNC Financial Services shares in Q2 2026, an estimated $162K.
  • PNC Financial Services made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #243 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PNC Financial Services in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PNC Financial Services position peaked at $1.09M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.