NW
PNC icon

NewEdge Wealth’s PNC Financial Services PNC Stock Holding History

NewEdge Wealth’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 		$5.48M Buy
26,332
+4,506
+21% +$981K 0.07% 206
2025
Q4 		$4.56M Buy
21,826
+2,832
+15% +$547K 0.05% 250
2025
Q3 		$3.5M Buy
18,994
+1,268
+7% +$251K 0.05% 277
2025
Q2 		$3.32M Sell
17,726
-437
-2% -$74K 0.05% 279
2025
Q1 		$3.19M Sell
18,163
-1,976
-10% -$373K 0.06% 256
2024
Q4 		$3.88M Buy
20,139
+1,058
+6% +$208K 0.07% 231
2024
Q3 		$3.53M Buy
19,081
+3,271
+21% +$574K 0.06% 261
2024
Q2 		$2.46M Sell
15,810
-723
-4% -$112K 0.05% 292
2024
Q1 		$2.57M Buy
16,533
+635
+4% +$95.7K 0.06% 283
2023
Q4 		$2.46M Sell
15,898
-1,293
-8% -$167K 0.06% 266
2023
Q3 		$2.11M Sell
17,191
-1,182
-6% -$149K 0.07% 248
2023
Q2 		$2.31M Sell
18,373
-1,178
-6% -$144K 0.08% 226
2023
Q1 		$2.48M Buy
19,551
+4,029
+26% +$608K 0.09% 191
2022
Q4 		$2.45M Buy
15,522
+301
+2% +$47.4K 0.11% 181
2022
Q3 		$2.27M Sell
15,221
-1,067
-7% -$173K 0.11% 173
2022
Q2 		$2.57M Buy
16,288
+15,174
+1,362% +$2.54M 0.12% 160
2022
Q1 		$205K Buy
+1,114
New +$225K 0.01% 402

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

NewEdge Wealth's PNC Position: Q1 2026 in Review

NewEdge Wealth increased its PNC Financial Services (PNC) stake by 21% in Q1 2026, buying an estimated $981K and bringing the position to 26,332 shares worth $5.48M. The position accounts for 0.07% of the portfolio, ranked #206.

NewEdge Wealth first reported a position in PNC in Q1 2022 and has held it in 17 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • NewEdge Wealth held 26,332 shares of PNC Financial Services worth $5.48M as of Q1 2026.
  • NewEdge Wealth bought 4,506 PNC Financial Services shares in Q1 2026, an estimated $981K.
  • PNC Financial Services made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #206 holding.
  • NewEdge Wealth first reported a position in PNC Financial Services in Q1 2022 and has held it in 17 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.