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 Q3	$235K	Buy	1,057 +100	+10%	+$24.5K	0.12%	196
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Optivise Advisory Services's PNC Position: Q3 2026 in Review

Optivise Advisory Services increased its PNC Financial Services (PNC) stake by 10% in Q3 2026, buying an estimated $24.5K and bringing the position to 1,057 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #196.

Optivise Advisory Services first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q2 2026. 900 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

Optivise Advisory Services held 1,057 shares of PNC Financial Services worth $235K as of Q3 2026.
Optivise Advisory Services bought 100 PNC Financial Services shares in Q3 2026, an estimated $24.5K.
PNC Financial Services made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #196 holding.
Optivise Advisory Services first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
Optivise Advisory Services's PNC Financial Services position peaked at $236K in Q2 2026.
900 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.