Mowery & Schoenfeld Wealth Management’s PNC Financial Services PNC Stock Holding History

Mowery & Schoenfeld 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 Q2	$28.1K	Sell	114 -151	-57%	-$33.8K	0.04%	177
2026 Q1	$55.2K	Sell	265 -27	-9%	-$5.88K	0.08%	120
2025 Q4	$61K	Buy	292 +27	+10%	+$5.21K	0.09%	126
2025 Q3	$53.3K	Sell	265 -21	-7%	-$4.15K	0.09%	114
2025 Q2	$53.4K	Hold	286	–	–	0.08%	113
2025 Q1	$50.3K	Buy	286 +1	+0.4%	+$189	0.1%	131
2024 Q4	$55K	Buy	285 +171	+150%	+$33.6K	0.11%	107
2024 Q3	$21.1K	Hold	114	–	–	0.03%	149
2024 Q2	$17.7K	Buy	+114	New	+$17.7K	0.03%	148

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PNC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its PNC Financial Services (PNC) stake by 57% in Q2 2026, selling an estimated $33.8K and leaving 114 shares worth $28.1K. The position accounts for 0.04% of the portfolio, ranked #177.

Mowery & Schoenfeld Wealth Management first reported a position in PNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $61K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 114 shares of PNC Financial Services worth $28.1K as of Q2 2026.
Mowery & Schoenfeld Wealth Management sold 151 PNC Financial Services shares in Q2 2026, an estimated $33.8K.
PNC Financial Services made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #177 holding.
Mowery & Schoenfeld Wealth Management first reported a position in PNC Financial Services in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's PNC Financial Services position peaked at $61K in Q4 2025.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.