MWM
PNC icon

Meridian Wealth Management’s PNC Financial Services PNC Stock Holding History

Meridian 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
Q1 		$1.45M Buy
6,983
+89
+1% +$19.4K 0.05% 280
2025
Q4 		$1.44M Buy
6,894
+303
+5% +$58.5K 0.05% 281
2025
Q3 		$1.32M Buy
6,591
+36
+0.5% +$7.12K 0.05% 278
2025
Q2 		$1.22M Buy
6,555
+40
+0.6% +$6.77K 0.05% 278
2025
Q1 		$1.15M Buy
6,515
+630
+11% +$119K 0.06% 267
2024
Q4 		$1.14M Buy
5,885
+89
+2% +$17.5K 0.05% 267
2024
Q3 		$1.07M Buy
+5,796
New +$1.02M 0.05% 272
2024
Q2 		– Sell
-6,030
Closed -$974K – 477
2024
Q1 		$974K Buy
6,030
+184
+3% +$27.7K 0.16% 91
2023
Q4 		$905K Sell
5,846
-5,262
-47% -$681K 0.06% 275
2023
Q3 		$1.36M Buy
11,108
+5,419
+95% +$682K 0.08% 198
2023
Q2 		$717K Buy
5,689
+29
+0.5% +$3.54K 0.06% 255
2023
Q1 		$719K Buy
5,660
+50
+0.9% +$7.54K 0.06% 255
2022
Q4 		$886K Buy
5,610
+48
+0.9% +$7.55K 0.09% 214
2022
Q3 		$831K Sell
5,562
-19
-0.3% -$3.08K 0.09% 209
2022
Q2 		$881K Buy
5,581
+694
+14% +$116K 0.07% 262
2022
Q1 		$901K Sell
4,887
-3
-0.1% -$606 0.1% 165
2021
Q4 		$981K Buy
4,890
+3,647
+293% +$742K 0.1% 158
2021
Q3 		$243K Hold
1,243
– – 0.03% 344
2021
Q2 		$237K Buy
1,243
+61
+5% +$11.4K 0.03% 343
2021
Q1 		$207K Buy
+1,182
New +$195K 0.03% 345
2019
Q3 		– Sell
-272
Closed -$373 – 404
2019
Q2 		$373 Buy
+272
New +$36K 0.02% 419

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

Meridian Wealth Management's PNC Position: Q1 2026 in Review

Meridian Wealth Management increased its PNC Financial Services (PNC) stake by 1.3% in Q1 2026, buying an estimated $19.4K and bringing the position to 6,983 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #280.

Meridian Wealth Management first reported a position in PNC in Q2 2019 and has held it in 21 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Meridian Wealth Management held 6,983 shares of PNC Financial Services worth $1.45M as of Q1 2026.
  • Meridian Wealth Management bought 89 PNC Financial Services shares in Q1 2026, an estimated $19.4K.
  • PNC Financial Services made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #280 holding.
  • Meridian Wealth Management first reported a position in PNC Financial Services in Q2 2019 and has held it in 21 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.