Pacific Excel Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Pacific Excel Wealth Advisors’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	$234K	Buy	+950	New	+$213K	0.09%	190

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pacific Excel Wealth Advisors's PNC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 950 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Pacific Excel Wealth Advisors held 950 shares of PNC Financial Services worth $234K as of Q2 2026.
PNC Financial Services was a new Pacific Excel Wealth Advisors position in Q2 2026.
PNC Financial Services made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #190 holding.
2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.