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Perigon Wealth Management’s PNC Financial Services PNC Stock Holding History

Perigon 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
Q1 		$2.07M Sell
9,966
-940
-9% -$205K 0.04% 372
2025
Q4 		$2.28M Sell
10,906
-919
-8% -$177K 0.04% 339
2025
Q3 		$2.38M Buy
11,825
+2,750
+30% +$544K 0.05% 314
2025
Q2 		$1.69M Buy
9,075
+549
+6% +$92.9K 0.04% 366
2025
Q1 		$1.5M Sell
8,526
-221
-3% -$41.7K 0.04% 365
2024
Q4 		$1.72M Buy
8,747
+2,912
+50% +$572K 0.04% 337
2024
Q3 		$1.08M Buy
5,835
+23
+0.4% +$4.03K 0.03% 414
2024
Q2 		$904K Sell
5,812
-239
-4% -$37K 0.03% 394
2024
Q1 		$978K Sell
6,051
-38
-0.6% -$5.73K 0.03% 379
2023
Q4 		$943K Buy
6,089
+3
+0% +$388 0.03% 352
2023
Q3 		$747K Buy
6,086
+449
+8% +$56.5K 0.03% 359
2023
Q2 		$710K Sell
5,637
-187
-3% -$22.9K 0.03% 374
2023
Q1 		$740K Buy
5,824
+25
+0.4% +$3.77K 0.04% 324
2022
Q4 		$916K Buy
5,799
+3,946
+213% +$621K 0.06% 283
2022
Q3 		$277K Buy
1,853
+251
+16% +$40.7K 0.02% 439
2022
Q2 		$253K Buy
1,602
+334
+26% +$56K 0.02% 475
2022
Q1 		$234K Buy
+1,268
New +$256K 0.02% 545
2021
Q1 		– Sell
-443
Closed -$66K – 893
2020
Q4 		$66K Buy
+443
New +$56.6K 0.01% 658
2018
Q2 		– Sell
-537
Closed -$81K – 506
2018
Q1 		$81K Hold
537
– – 0.03% 257
2017
Q4 		$77K Sell
537
-15
-3% -$2.07K 0.03% 239
2017
Q3 		$74K Buy
552
+387
+235% +$49.7K 0.02% 296
2017
Q2 		$21K Hold
165
– – ﹤0.01% 447
2017
Q1 		$20K Buy
+165
New +$20.2K ﹤0.01% 468
2016
Q4 		– Sell
-315
Closed -$28K – 745
2016
Q3 		$28K Buy
315
+75
+31% +$6.44K 0.01% 359
2016
Q2 		$20K Hold
240
– – 0.01% 340
2016
Q1 		$20K Buy
+240
New +$20.4K 0.01% 228

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

Perigon Wealth Management's PNC Position: Q1 2026 in Review

Perigon Wealth Management reduced its PNC Financial Services (PNC) stake by 8.6% in Q1 2026, selling an estimated $205K and leaving 9,966 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #372.

Perigon Wealth Management first reported a position in PNC in Q1 2016 and has held it in 26 quarters since. The position peaked at $2.38M in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Perigon Wealth Management held 9,966 shares of PNC Financial Services worth $2.07M as of Q1 2026.
  • Perigon Wealth Management sold 940 PNC Financial Services shares in Q1 2026, an estimated $205K.
  • PNC Financial Services made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #372 holding.
  • Perigon Wealth Management first reported a position in PNC Financial Services in Q1 2016 and has held it in 26 quarters since.
  • Perigon Wealth Management's PNC Financial Services position peaked at $2.38M in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.