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Optivise Advisory Services’s PNC Financial Services PNC Stock Holding History

Optivise Advisory 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 		$236K Buy
+957
New +$214K 0.12% 182
2026
Q1 		– Sell
-994
Closed -$208K – 208
2025
Q4 		$208K Buy
+994
New +$192K 0.12% 188

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Optivise Advisory Services's PNC Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in PNC Financial Services (PNC) in Q2 2026: 957 shares worth $236K. The stake represents 0.12% of the portfolio and ranks #182 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in PNC as recently as Q4 2025.

Optivise Advisory Services first reported a position in PNC in Q4 2025 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Optivise Advisory Services held 957 shares of PNC Financial Services worth $236K as of Q2 2026.
  • PNC Financial Services was a new Optivise Advisory Services position in Q2 2026.
  • PNC Financial Services made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Optivise Advisory Services first reported a position in PNC Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.