PWM
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PBMares Wealth Management’s PNC Financial Services PNC Stock Holding History

PBMares 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
2025
Q3 		$409K Buy
2,036
+491
+32% +$97.1K 0.07% 123
2025
Q2 		$288K Sell
1,545
-69
-4% -$11.7K 0.05% 150
2025
Q1 		$284K Buy
+1,614
New +$305K 0.06% 155

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PBMares Wealth Management's PNC Position: Q3 2025 in Review

PBMares Wealth Management increased its PNC Financial Services (PNC) stake by 32% in Q3 2025, buying an estimated $97.1K and bringing the position to 2,036 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #123.

PBMares Wealth Management first reported a position in PNC in Q1 2025 and has held it in 3 quarters since. 1,792 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • PBMares Wealth Management held 2,036 shares of PNC Financial Services worth $409K as of Q3 2025.
  • PBMares Wealth Management bought 491 PNC Financial Services shares in Q3 2025, an estimated $97.1K.
  • PNC Financial Services made up 0.07% of PBMares Wealth Management's portfolio in Q3 2025, its #123 holding.
  • PBMares Wealth Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 3 quarters since.
  • 1,792 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.