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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
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
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

Mowery & Schoenfeld Wealth Management's PNC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its PNC Financial Services (PNC) stake by 9.2% in Q1 2026, selling an estimated $5.88K and leaving 265 shares worth $55.2K. The position accounts for 0.08% of the portfolio, ranked #120.

Mowery & Schoenfeld Wealth Management first reported a position in PNC in Q2 2024 and has held it in 8 quarters since. The position peaked at $61K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 265 shares of PNC Financial Services worth $55.2K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 27 PNC Financial Services shares in Q1 2026, an estimated $5.88K.
  • PNC Financial Services made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in PNC Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's PNC Financial Services position peaked at $61K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.