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Marshall & Sterling Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Marshall & Sterling Wealth 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 		$16.3K Hold
66
– – 0.01% 217
2026
Q1 		$13.7K Hold
66
– – 0.01% 223
2025
Q4 		$13.8K Sell
66
-11
-14% -$2.12K 0.01% 215
2025
Q3 		$15.5K Hold
77
– – 0.01% 295
2025
Q2 		$14.4K Buy
77
+5
+7% +$846 0.01% 286
2025
Q1 		$12.7K Buy
72
+6
+9% +$1.13K 0.01% 292
2024
Q4 		$12.7K Buy
+66
New +$13K 0.01% 218

Other funds holding PNC

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PNC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its PNC Financial Services (PNC) position steady in Q2 2026 at 66 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Marshall & Sterling Wealth Advisors first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 66 shares of PNC Financial Services worth $16.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.