Lyell Wealth Management
PNC icon

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
Q3 		$230K Hold
1,033
– – 0.01% 219
2026
Q2 		$254K Hold
1,033
– – 0.02% 212
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Lyell Wealth Management's PNC Position: Q3 2026 in Review

Lyell Wealth Management held its PNC Financial Services (PNC) position steady in Q3 2026 at 1,033 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #219.

Lyell Wealth Management first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q2 2025. 830 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Lyell Wealth Management held 1,033 shares of PNC Financial Services worth $230K as of Q3 2026.
  • Lyell Wealth Management left its PNC Financial Services share count unchanged in Q3 2026.
  • PNC Financial Services made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #219 holding.
  • Lyell Wealth Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's PNC Financial Services position peaked at $1.79M in Q2 2025.
  • 830 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.