MYIA
PNC icon

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
Q2 		$2.24M Buy
9,115
+2,039
+29% +$457K 0.04% 389
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mount Yale Investment Advisors's PNC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its PNC Financial Services (PNC) stake by 29% in Q2 2026, buying an estimated $457K and bringing the position to 9,115 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #389.

Mount Yale Investment Advisors first reported a position in PNC in Q2 2025 and has held it in 5 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Mount Yale Investment Advisors held 9,115 shares of PNC Financial Services worth $2.24M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,039 PNC Financial Services shares in Q2 2026, an estimated $457K.
  • PNC Financial Services made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #389 holding.
  • Mount Yale Investment Advisors first reported a position in PNC Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.