Merrion Investment Management’s PNC Financial Services PNC Stock Holding History

Merrion Investment 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 Q2	$517K	Sell	2,100 -125	-6%	-$28K	0.24%	75
2026 Q1	$463K	Hold	2,225	–	–	0.25%	75
2025 Q4	$464K	Hold	2,225	–	–	0.25%	74
2025 Q3	$447K	Hold	2,225	–	–	0.26%	74
2025 Q2	$415K	Sell	2,225 -475	-18%	-$80.4K	0.27%	72
2025 Q1	$475K	Hold	2,700	–	–	0.34%	65
2024 Q4	$521K	Hold	2,700	–	–	0.36%	57
2024 Q3	$499K	Hold	2,700	–	–	0.33%	63
2024 Q2	$420K	Hold	2,700	–	–	0.29%	68
2024 Q1	$436K	Hold	2,700	–	–	0.31%	63
2023 Q4	$418K	Sell	2,700 -1,000	-27%	-$129K	0.33%	62
2023 Q3	$454K	Sell	3,700 -1,000	-21%	-$126K	0.39%	50
2023 Q2	$592K	Hold	4,700	–	–	0.5%	40
2023 Q1	$597K	Sell	4,700 -1,000	-18%	-$151K	0.57%	36
2022 Q4	$900K	Hold	5,700	–	–	0.84%	28
2022 Q3	$851K	Hold	5,700	–	–	0.84%	29
2022 Q2	$899K	Hold	5,700	–	–	0.87%	27
2022 Q1	$1.05M	Sell	5,700 -1,500	-21%	-$303K	0.77%	29
2021 Q4	$1.44M	Hold	7,200	–	–	1.06%	19
2021 Q3	$1.41M	Hold	7,200	–	–	1.07%	20
2021 Q2	$1.37M	Sell	7,200 -1,000	-12%	-$188K	1.04%	21
2021 Q1	$1.44M	Hold	8,200	–	–	1.2%	19
2020 Q4	$1.22M	Buy	+8,200	New	+$1.05M	1.03%	24

Other funds holding PNC

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Merrion Investment Management's PNC Position: Q2 2026 in Review

Merrion Investment Management reduced its PNC Financial Services (PNC) stake by 5.6% in Q2 2026, selling an estimated $28K and leaving 2,100 shares worth $517K. The position accounts for 0.24% of the portfolio, ranked #75.

Merrion Investment Management first reported a position in PNC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2021. 910 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Merrion Investment Management held 2,100 shares of PNC Financial Services worth $517K as of Q2 2026.
Merrion Investment Management sold 125 PNC Financial Services shares in Q2 2026, an estimated $28K.
PNC Financial Services made up 0.24% of Merrion Investment Management's portfolio in Q2 2026, its #75 holding.
Merrion Investment Management first reported a position in PNC Financial Services in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's PNC Financial Services position peaked at $1.44M in Q4 2021.
910 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.