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

Modern 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 Q2	$1.25M	Buy	5,095 +535	+12%	+$120K	0.01%	470
2026 Q1	$954K	Buy	4,560 +1,077	+31%	+$234K	0.02%	431
2025 Q4	$727K	Sell	3,483 -148	-4%	-$28.6K	0.01%	469
2025 Q3	$730K	Sell	3,631 -557	-13%	-$110K	0.01%	441
2025 Q2	$781K	Sell	4,188 -446	-10%	-$75.5K	0.02%	405
2025 Q1	$815K	Buy	4,634 +746	+19%	+$141K	0.03%	334
2024 Q4	$750K	Buy	3,888 +2,549	+190%	+$501K	0.03%	300
2024 Q3	$248K	Buy	+1,339	New	+$235K	0.02%	378

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Modern Wealth Management's PNC Position: Q2 2026 in Review

Modern Wealth Management increased its PNC Financial Services (PNC) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 5,095 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #470.

Modern Wealth Management first reported a position in PNC in Q3 2024 and has held it in 8 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Modern Wealth Management held 5,095 shares of PNC Financial Services worth $1.25M as of Q2 2026.
Modern Wealth Management bought 535 PNC Financial Services shares in Q2 2026, an estimated $120K.
PNC Financial Services made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #470 holding.
Modern Wealth Management first reported a position in PNC Financial Services in Q3 2024 and has held it in 8 quarters since.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.