LVW Advisors
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LVW Advisors’s PNC Financial Services PNC Stock Holding History

LVW 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
Q3 		$1.43M Buy
6,426
+58
+0.9% +$14.2K 0.12% 111
2026
Q2 		$1.57M Sell
6,368
-434
-6% -$97.2K 0.14% 93
2026
Q1 		$1.42M Buy
6,802
+14
+0.2% +$3.05K 0.13% 89
2025
Q4 		$1.42M Buy
6,788
+546
+9% +$105K 0.14% 83
2025
Q3 		$1.25M Buy
6,242
+151
+2% +$29.9K 0.13% 86
2025
Q2 		$1.14M Sell
6,091
-1,142
-16% -$193K 0.12% 97
2025
Q1 		$1.27M Sell
7,233
-597
-8% -$113K 0.15% 85
2024
Q4 		$1.51M Sell
7,830
-446
-5% -$87.7K 0.18% 81
2024
Q3 		$1.53M Buy
8,276
+185
+2% +$32.4K 0.19% 80
2024
Q2 		$1.26M Buy
8,091
+2,201
+37% +$341K 0.18% 83
2024
Q1 		$952K Buy
5,890
+1,346
+30% +$203K 0.16% 96
2023
Q4 		$704K Buy
4,544
+2,257
+99% +$292K 0.13% 116
2023
Q3 		$281K Buy
+2,287
New +$288K 0.06% 178

Other funds holding PNC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

LVW Advisors's PNC Position: Q3 2026 in Review

LVW Advisors increased its PNC Financial Services (PNC) stake by 0.91% in Q3 2026, buying an estimated $14.2K and bringing the position to 6,426 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #111.

LVW Advisors first reported a position in PNC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2026. 1,378 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • LVW Advisors held 6,426 shares of PNC Financial Services worth $1.43M as of Q3 2026.
  • LVW Advisors bought 58 PNC Financial Services shares in Q3 2026, an estimated $14.2K.
  • PNC Financial Services made up 0.12% of LVW Advisors's portfolio in Q3 2026, its #111 holding.
  • LVW Advisors first reported a position in PNC Financial Services in Q3 2023 and has held it in 13 quarters since.
  • LVW Advisors's PNC Financial Services position peaked at $1.57M in Q2 2026.
  • 1,378 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.