Next Level Wealth Planning’s PNC Financial Services PNC Stock Holding History

Next Level Wealth Planning’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 Q3	$11.1K	Buy	+50	New	+$12.3K	﹤0.01%	327

Other funds holding PNC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Next Level Wealth Planning's PNC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in PNC Financial Services (PNC) in Q3 2026: 50 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings.

1,176 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

Next Level Wealth Planning held 50 shares of PNC Financial Services worth $11.1K as of Q3 2026.
PNC Financial Services was a new Next Level Wealth Planning position in Q3 2026.
PNC Financial Services made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #327 holding.
1,176 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.