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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
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 $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

Optimize Financial's PNC Position: Q1 2026 in Review

Optimize Financial increased its PNC Financial Services (PNC) stake by 3.1% in Q1 2026, buying an estimated $15.2K and bringing the position to 2,311 shares worth $481K. The position accounts for 0.24% of the portfolio, ranked #107.

Optimize Financial first reported a position in PNC in Q3 2025 and has held it in 3 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Optimize Financial held 2,311 shares of PNC Financial Services worth $481K as of Q1 2026.
  • Optimize Financial bought 70 PNC Financial Services shares in Q1 2026, an estimated $15.2K.
  • PNC Financial Services made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #107 holding.
  • Optimize Financial first reported a position in PNC Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.