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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
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 $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

McCarter Private Wealth Services's PNC Position: Q1 2026 in Review

McCarter Private Wealth Services increased its PNC Financial Services (PNC) stake by 51% in Q1 2026, buying an estimated $141K and bringing the position to 1,917 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #106.

McCarter Private Wealth Services first reported a position in PNC in Q4 2025 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • McCarter Private Wealth Services held 1,917 shares of PNC Financial Services worth $399K as of Q1 2026.
  • McCarter Private Wealth Services bought 649 PNC Financial Services shares in Q1 2026, an estimated $141K.
  • PNC Financial Services made up 0.17% of McCarter Private Wealth Services's portfolio in Q1 2026, its #106 holding.
  • McCarter Private Wealth Services first reported a position in PNC Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.