Paragon Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Paragon Private Wealth Management’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	$237K	Buy	+961	New	+$215K	0.06%	212
2025 Q4	–	Sell	-1,684	Closed	-$338K	–	224
2025 Q3	$338K	Buy	1,684 +254	+18%	+$50.2K	0.11%	172
2025 Q2	$267K	Buy	1,430 +161	+13%	+$27.2K	0.11%	169
2025 Q1	$223K	Buy	1,269 +157	+14%	+$29.6K	0.1%	171
2024 Q4	$214K	Buy	+1,112	New	+$219K	0.1%	161

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

Paragon Private Wealth Management's PNC Position: Q2 2026 in Review

Paragon Private Wealth Management opened a new position in PNC Financial Services (PNC) in Q2 2026: 961 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #212 among its holdings. This is a return to the name: Paragon Private Wealth Management previously reported a position in PNC as recently as Q3 2025.

Paragon Private Wealth Management first reported a position in PNC in Q4 2024 and has held it in 5 quarters since. The position peaked at $338K in Q3 2025. 2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Paragon Private Wealth Management held 961 shares of PNC Financial Services worth $237K as of Q2 2026.
PNC Financial Services was a new Paragon Private Wealth Management position in Q2 2026.
PNC Financial Services made up 0.06% of Paragon Private Wealth Management's portfolio in Q2 2026, its #212 holding.
Paragon Private Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 5 quarters since.
Paragon Private Wealth Management's PNC Financial Services position peaked at $338K in Q3 2025.
2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.