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Morton Brown Family Wealth’s PNC Financial Services PNC Stock Holding History

Morton Brown Family Wealth’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 		$492 Buy
+2
New +$448 ﹤0.01% 379
2022
Q4 		– Sell
-30
Closed -$4K – 212
2022
Q3 		$4K Buy
+30
New +$4.86K ﹤0.01% 153

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Morton Brown Family Wealth's PNC Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in PNC Financial Services (PNC) in Q2 2026: 2 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in PNC as recently as Q3 2022.

Morton Brown Family Wealth first reported a position in PNC in Q3 2022 and has held it in 2 quarters since. The position peaked at $4K in Q3 2022. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Morton Brown Family Wealth held 2 shares of PNC Financial Services worth $492 as of Q2 2026.
  • PNC Financial Services was a new Morton Brown Family Wealth position in Q2 2026.
  • PNC Financial Services made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #379 holding.
  • Morton Brown Family Wealth first reported a position in PNC Financial Services in Q3 2022 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's PNC Financial Services position peaked at $4K in Q3 2022.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.