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Mount Yale Investment Advisors’s PNC Financial Services PNC Stock Holding History

Mount Yale 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 		$1.47M Buy
7,076
+1,052
+17% +$229K 0.03% 440
2025
Q4 		$1.26M Sell
6,024
-288
-5% -$55.6K 0.06% 277
2025
Q3 		$1.27M Buy
6,312
+5,358
+562% +$1.06M 0.09% 238
2025
Q2 		$178K Buy
+954
New +$161K 0.01% 555

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

Mount Yale Investment Advisors's PNC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PNC Financial Services (PNC) stake by 17% in Q1 2026, buying an estimated $229K and bringing the position to 7,076 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #440.

Mount Yale Investment Advisors first reported a position in PNC in Q2 2025 and has held it in 4 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Mount Yale Investment Advisors held 7,076 shares of PNC Financial Services worth $1.47M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,052 PNC Financial Services shares in Q1 2026, an estimated $229K.
  • PNC Financial Services made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #440 holding.
  • Mount Yale Investment Advisors first reported a position in PNC Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.