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PDS Planning’s PNC Financial Services PNC Stock Holding History

PDS Planning’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
Q1 		$385K Buy
1,852
+19
+1% +$4.14K 0.03% 325
2025
Q4 		$383K Buy
1,833
+110
+6% +$21.2K 0.03% 315
2025
Q3 		$346K Sell
1,723
-149
-8% -$29.5K 0.02% 334
2025
Q2 		$349K Buy
1,872
+198
+12% +$33.5K 0.03% 314
2025
Q1 		$294K Buy
1,674
+115
+7% +$21.7K 0.02% 332
2024
Q4 		$301K Buy
1,559
+20
+1% +$3.93K 0.03% 293
2024
Q3 		$284K Sell
1,539
-4
-0.3% -$701 0.03% 310
2024
Q2 		$240K Buy
1,543
+45
+3% +$6.97K 0.02% 319
2024
Q1 		$242K Buy
1,498
+91
+6% +$13.7K 0.03% 314
2023
Q4 		$218K Buy
+1,407
New +$182K 0.02% 313
2023
Q1 		– Sell
-1,381
Closed -$218K – 307
2022
Q4 		$218K Buy
+1,381
New +$217K 0.03% 190

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PDS Planning's PNC Position: Q1 2026 in Review

PDS Planning increased its PNC Financial Services (PNC) stake by 1% in Q1 2026, buying an estimated $4.14K and bringing the position to 1,852 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #325.

PDS Planning first reported a position in PNC in Q4 2022 and has held it in 11 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • PDS Planning held 1,852 shares of PNC Financial Services worth $385K as of Q1 2026.
  • PDS Planning bought 19 PNC Financial Services shares in Q1 2026, an estimated $4.14K.
  • PNC Financial Services made up 0.03% of PDS Planning's portfolio in Q1 2026, its #325 holding.
  • PDS Planning first reported a position in PNC Financial Services in Q4 2022 and has held it in 11 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.