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Lyell Wealth Management’s PNC Financial Services PNC Stock Holding History

Lyell Wealth Management’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
Q1 		$215K Hold
1,033
– – 0.02% 205
2025
Q4 		$216K Buy
+1,033
New +$199K 0.02% 203
2025
Q3 		– Sell
-9,577
Closed -$1.79M – 220
2025
Q2 		$1.79M Hold
9,577
– – 0.14% 94
2025
Q1 		$1.68M Buy
+9,577
New +$1.81M 0.16% 101

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lyell Wealth Management's PNC Position: Q1 2026 in Review

Lyell Wealth Management held its PNC Financial Services (PNC) position steady in Q1 2026 at 1,033 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #205.

Lyell Wealth Management first reported a position in PNC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Lyell Wealth Management held 1,033 shares of PNC Financial Services worth $215K as of Q1 2026.
  • Lyell Wealth Management left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Lyell Wealth Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's PNC Financial Services position peaked at $1.79M in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.