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Nvest Wealth Strategies’s PNC Financial Services PNC Stock Holding History

Nvest Wealth Strategies’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 		$739 Hold
3
– – ﹤0.01% 246
2026
Q1 		$625 Buy
+3
New +$653 ﹤0.01% 259

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nvest Wealth Strategies's PNC Position: Q2 2026 in Review

Nvest Wealth Strategies held its PNC Financial Services (PNC) position steady in Q2 2026 at 3 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Nvest Wealth Strategies first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 1,282 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Nvest Wealth Strategies held 3 shares of PNC Financial Services worth $739 as of Q2 2026.
  • Nvest Wealth Strategies left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #246 holding.
  • Nvest Wealth Strategies first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 1,282 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.