MWM
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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
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
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

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

Modern Wealth Management increased its PNC Financial Services (PNC) stake by 31% in Q1 2026, buying an estimated $234K and bringing the position to 4,560 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #431.

Modern Wealth Management first reported a position in PNC in Q3 2024 and has held it in 7 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Modern Wealth Management held 4,560 shares of PNC Financial Services worth $954K as of Q1 2026.
  • Modern Wealth Management bought 1,077 PNC Financial Services shares in Q1 2026, an estimated $234K.
  • PNC Financial Services made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #431 holding.
  • Modern Wealth Management first reported a position in PNC Financial Services in Q3 2024 and has held it in 7 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.