Okabena Investment Services’s PNC Financial Services PNC Stock Holding History

Okabena Investment Services’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	–	Sell	-3,321	Closed	-$691K	–	153
2026 Q1	$691K	Sell	3,321 -551	-14%	-$120K	0.13%	98
2025 Q4	$808K	Buy	+3,872	New	+$747K	0.15%	94

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Okabena Investment Services's PNC Position: Q2 2026 in Review

Okabena Investment Services sold out of PNC Financial Services (PNC) in Q2 2026, closing a stake of 3,321 shares — an estimated $691K sold.

Okabena Investment Services first reported a position in PNC in Q4 2025 and held it in 2 quarters. The position peaked at $808K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Okabena Investment Services reported no remaining PNC Financial Services position as of Q2 2026 after selling out during the quarter.
Okabena Investment Services sold 3,321 PNC Financial Services shares in Q2 2026, an estimated $691K.
Okabena Investment Services first reported a position in PNC Financial Services in Q4 2025 and held it in 2 quarters.
Okabena Investment Services's PNC Financial Services position peaked at $808K in Q4 2025.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.