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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
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
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

Okabena Investment Services's PNC Position: Q1 2026 in Review

Okabena Investment Services reduced its PNC Financial Services (PNC) stake by 14% in Q1 2026, selling an estimated $120K and leaving 3,321 shares worth $691K. The position accounts for 0.13% of the portfolio, ranked #98.

Okabena Investment Services first reported a position in PNC in Q4 2025 and has held it in 2 quarters since. The position peaked at $808K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Okabena Investment Services held 3,321 shares of PNC Financial Services worth $691K as of Q1 2026.
  • Okabena Investment Services sold 551 PNC Financial Services shares in Q1 2026, an estimated $120K.
  • PNC Financial Services made up 0.13% of Okabena Investment Services's portfolio in Q1 2026, its #98 holding.
  • Okabena Investment Services first reported a position in PNC Financial Services in Q4 2025 and has held it in 2 quarters since.
  • Okabena Investment Services's PNC Financial Services position peaked at $808K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.