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North Berkeley Wealth Management’s PNC Financial Services PNC Stock Holding History

North Berkeley 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 		$320K Hold
1,298
– – 0.13% 61
2026
Q1 		$270K Hold
1,298
– – 0.14% 66
2025
Q4 		$271K Buy
+1,298
New +$251K 0.16% 67

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

North Berkeley Wealth Management's PNC Position: Q2 2026 in Review

North Berkeley Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,298 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #61.

North Berkeley Wealth Management first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • North Berkeley Wealth Management held 1,298 shares of PNC Financial Services worth $320K as of Q2 2026.
  • North Berkeley Wealth Management left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.13% of North Berkeley Wealth Management's portfolio in Q2 2026, its #61 holding.
  • North Berkeley Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.