NWWA
PNC icon

New Wave Wealth Advisors’s PNC Financial Services PNC Stock Holding History

New Wave Wealth 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 		$523K Buy
2,123
+556
+35% +$125K 0.14% 128
2026
Q1 		$326K Buy
1,567
+132
+9% +$28.7K 0.11% 129
2025
Q4 		$300K Buy
1,435
+82
+6% +$15.8K 0.11% 135
2025
Q3 		$272K Buy
1,353
+173
+15% +$34.2K 0.11% 131
2025
Q2 		$220K Buy
1,180
+10
+0.9% +$1.69K 0.09% 126
2025
Q1 		$206K Sell
1,170
-425
-27% -$80.2K 0.09% 128
2024
Q4 		$308K Sell
1,595
-135
-8% -$26.5K 0.13% 101
2024
Q3 		$320K Sell
1,730
-57
-3% -$10K 0.15% 104
2024
Q2 		$278K Buy
+1,787
New +$277K 0.15% 106

Other funds holding PNC

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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New Wave Wealth Advisors's PNC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its PNC Financial Services (PNC) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 2,123 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #128.

New Wave Wealth Advisors first reported a position in PNC in Q2 2024 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • New Wave Wealth Advisors held 2,123 shares of PNC Financial Services worth $523K as of Q2 2026.
  • New Wave Wealth Advisors bought 556 PNC Financial Services shares in Q2 2026, an estimated $125K.
  • PNC Financial Services made up 0.14% of New Wave Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • New Wave Wealth Advisors first reported a position in PNC Financial Services in Q2 2024 and has held it in 9 quarters since.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.