McKinley Carter Wealth Services’s PNC Financial Services PNC Stock Holding History

McKinley Carter 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	$1.65M	Sell	7,931 -225	-3%	-$49K	0.1%	133
2025 Q4	$1.7M	Sell	8,156 -789	-9%	-$152K	0.1%	134
2025 Q3	$1.8M	Buy	8,945 +249	+3%	+$49.2K	0.09%	128
2025 Q2	$1.62M	Buy	+8,696	New	+$1.47M	0.09%	129
2022 Q2	–	Sell	-1,238	Closed	-$228K	–	299
2022 Q1	$228K	Hold	1,238	–	–	0.02%	272
2021 Q4	$248K	Hold	1,238	–	–	0.02%	266
2021 Q3	$242K	Hold	1,238	–	–	0.02%	262
2021 Q2	$236K	Sell	1,238 -147	-11%	-$27.6K	0.02%	260
2021 Q1	$243K	Buy	1,385 +7	+0.5%	+$1.16K	0.02%	265
2020 Q4	$205K	Buy	+1,378	New	+$176K	0.03%	255
2018 Q2	–	Sell	-995	Closed	-$150K	–	322
2018 Q1	$150K	Buy	+995	New	+$154K	0.05%	180

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McKinley Carter Wealth Services's PNC Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its PNC Financial Services (PNC) stake by 2.8% in Q1 2026, selling an estimated $49K and leaving 7,931 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #133.

McKinley Carter Wealth Services first reported a position in PNC in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

McKinley Carter Wealth Services held 7,931 shares of PNC Financial Services worth $1.65M as of Q1 2026.
McKinley Carter Wealth Services sold 225 PNC Financial Services shares in Q1 2026, an estimated $49K.
PNC Financial Services made up 0.1% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #133 holding.
McKinley Carter Wealth Services first reported a position in PNC Financial Services in Q1 2018 and has held it in 11 quarters since.
McKinley Carter Wealth Services's PNC Financial Services position peaked at $1.8M in Q3 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.