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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
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 $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

North Berkeley Wealth Management's PNC Position: Q1 2026 in Review

North Berkeley Wealth Management held its PNC Financial Services (PNC) position steady in Q1 2026 at 1,298 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #66.

North Berkeley Wealth Management first reported a position in PNC in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • North Berkeley Wealth Management held 1,298 shares of PNC Financial Services worth $270K as of Q1 2026.
  • North Berkeley Wealth Management left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.14% of North Berkeley Wealth Management's portfolio in Q1 2026, its #66 holding.
  • North Berkeley Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 2 quarters since.
  • North Berkeley Wealth Management's PNC Financial Services position peaked at $271K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.