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McCarter Private Wealth Services’s PNC Financial Services PNC Stock Holding History

McCarter Private Wealth Services’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 		$564K Buy
2,292
+375
+20% +$84K 0.19% 105
2026
Q1 		$399K Buy
1,917
+649
+51% +$141K 0.17% 106
2025
Q4 		$265K Buy
+1,268
New +$245K 0.12% 137

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McCarter Private Wealth Services's PNC Position: Q2 2026 in Review

McCarter Private Wealth Services increased its PNC Financial Services (PNC) stake by 20% in Q2 2026, buying an estimated $84K and bringing the position to 2,292 shares worth $564K. The position accounts for 0.19% of the portfolio, ranked #105.

McCarter Private Wealth Services first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • McCarter Private Wealth Services held 2,292 shares of PNC Financial Services worth $564K as of Q2 2026.
  • McCarter Private Wealth Services bought 375 PNC Financial Services shares in Q2 2026, an estimated $84K.
  • PNC Financial Services made up 0.19% of McCarter Private Wealth Services's portfolio in Q2 2026, its #105 holding.
  • McCarter Private Wealth Services first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.