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LRI Investments’s PNC Financial Services PNC Stock Holding History

LRI Investments’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 		$1.15M Sell
4,653
-5
-0.1% -$1.12K 0.09% 115
2026
Q1 		$969K Buy
4,658
+811
+21% +$177K 0.09% 114
2025
Q4 		$803K Hold
3,847
– – 0.06% 133
2025
Q3 		$773K Hold
3,847
– – 0.06% 138
2025
Q2 		$717K Sell
3,847
-336
-8% -$56.9K 0.06% 136
2025
Q1 		$735K Sell
4,183
-379
-8% -$71.5K 0.07% 128
2024
Q4 		$880K Buy
4,562
+292
+7% +$57.4K 0.08% 93
2024
Q3 		$888K Buy
4,270
+2,699
+172% +$473K 0.09% 97
2024
Q2 		$244K Buy
1,571
+1,395
+793% +$216K 0.03% 211
2024
Q1 		$28.4K Buy
+176
New +$26.5K 0.01% 335

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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

LRI Investments's PNC Position: Q2 2026 in Review

LRI Investments reduced its PNC Financial Services (PNC) stake by 0.11% in Q2 2026, selling an estimated $1.12K and leaving 4,653 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #115.

LRI Investments first reported a position in PNC in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • LRI Investments held 4,653 shares of PNC Financial Services worth $1.15M as of Q2 2026.
  • LRI Investments sold 5 PNC Financial Services shares in Q2 2026, an estimated $1.12K.
  • PNC Financial Services made up 0.09% of LRI Investments's portfolio in Q2 2026, its #115 holding.
  • LRI Investments first reported a position in PNC Financial Services in Q1 2024 and has held it in 10 quarters since.
  • 765 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.