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Moneta Group Investment Advisors’s PNC Financial Services PNC Stock Holding History

Moneta Group Investment Advisors’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 		$465K Buy
2,233
+30
+1% +$6.53K ﹤0.01% 524
2025
Q4 		$460K Sell
2,203
-56
-2% -$10.8K ﹤0.01% 520
2025
Q3 		$454K Buy
2,259
+394
+21% +$77.9K ﹤0.01% 523
2025
Q2 		$348K Buy
1,865
+69
+4% +$11.7K ﹤0.01% 524
2025
Q1 		$316K Sell
1,796
-673
-27% -$127K ﹤0.01% 515
2024
Q4 		$476K Sell
2,469
-110
-4% -$21.6K 0.01% 419
2024
Q3 		$477K Buy
2,579
+6
+0.2% +$1.05K 0.01% 419
2024
Q2 		$400K Buy
2,573
+283
+12% +$43.9K 0.01% 427
2024
Q1 		$370K Sell
2,290
-818
-26% -$123K 0.01% 434
2023
Q4 		$481K Buy
3,108
+577
+23% +$74.7K 0.01% 348
2023
Q3 		$311K Sell
2,531
-1,425
-36% -$179K 0.01% 399
2023
Q2 		$498K Buy
3,956
+1,208
+44% +$148K 0.01% 324
2023
Q1 		$349K Buy
2,748
+810
+42% +$122K 0.01% 388
2022
Q4 		$321K Sell
1,938
-130
-6% -$20.5K 0.01% 356
2022
Q3 		$309K Sell
2,068
-68
-3% -$11K 0.01% 347
2022
Q2 		$337K Buy
2,136
+607
+40% +$102K 0.01% 364
2022
Q1 		$282K Buy
1,529
+88
+6% +$17.8K 0.01% 368
2021
Q4 		$289K Buy
1,441
+362
+34% +$73.7K 0.01% 386
2021
Q3 		$211K Buy
+1,079
New +$204K 0.01% 427
2018
Q3 		– Sell
-1,062
Closed -$143K – 331
2018
Q2 		$143K Buy
+1,062
New +$155K 0.02% 267
2018
Q1 		– Sell
-5
Closed -$1K – 694
2017
Q4 		$1K Buy
+5
New +$691 ﹤0.01% 431

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

Moneta Group Investment Advisors's PNC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its PNC Financial Services (PNC) stake by 1.4% in Q1 2026, buying an estimated $6.53K and bringing the position to 2,233 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Moneta Group Investment Advisors first reported a position in PNC in Q4 2017 and has held it in 21 quarters since. The position peaked at $498K in Q2 2023. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Moneta Group Investment Advisors held 2,233 shares of PNC Financial Services worth $465K as of Q1 2026.
  • Moneta Group Investment Advisors bought 30 PNC Financial Services shares in Q1 2026, an estimated $6.53K.
  • PNC Financial Services made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #524 holding.
  • Moneta Group Investment Advisors first reported a position in PNC Financial Services in Q4 2017 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's PNC Financial Services position peaked at $498K in Q2 2023.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.