Perigon Wealth Management
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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
Q3 		$2.4M Buy
10,784
+677
+7% +$166K 0.04% 368
2026
Q2 		$2.49M Buy
10,107
+141
+1% +$31.6K 0.04% 363
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Perigon Wealth Management's PNC Position: Q3 2026 in Review

Perigon Wealth Management increased its PNC Financial Services (PNC) stake by 6.7% in Q3 2026, buying an estimated $166K and bringing the position to 10,784 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #368.

Perigon Wealth Management first reported a position in PNC in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.49M in Q2 2026. 1,006 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Perigon Wealth Management held 10,784 shares of PNC Financial Services worth $2.4M as of Q3 2026.
  • Perigon Wealth Management bought 677 PNC Financial Services shares in Q3 2026, an estimated $166K.
  • PNC Financial Services made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #368 holding.
  • Perigon Wealth Management first reported a position in PNC Financial Services in Q1 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's PNC Financial Services position peaked at $2.49M in Q2 2026.
  • 1,006 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.