OF
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Optimize Financial’s PNC Financial Services PNC Stock Holding History

Optimize Financial’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 		$567K Sell
2,303
-8
-0.3% -$1.79K 0.2% 110
2026
Q1 		$481K Buy
2,311
+70
+3% +$15.2K 0.24% 107
2025
Q4 		$468K Buy
2,241
+32
+1% +$6.18K 0.24% 159
2025
Q3 		$444K Buy
+2,209
New +$437K 0.23% 161

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

Optimize Financial's PNC Position: Q2 2026 in Review

Optimize Financial reduced its PNC Financial Services (PNC) stake by 0.35% in Q2 2026, selling an estimated $1.79K and leaving 2,303 shares worth $567K. The position accounts for 0.2% of the portfolio, ranked #110.

Optimize Financial first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Optimize Financial held 2,303 shares of PNC Financial Services worth $567K as of Q2 2026.
  • Optimize Financial sold 8 PNC Financial Services shares in Q2 2026, an estimated $1.79K.
  • PNC Financial Services made up 0.2% of Optimize Financial's portfolio in Q2 2026, its #110 holding.
  • Optimize Financial first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.