Personal CFO Solutions’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$547K Buy
2,627
+32
+1% +$6.97K 0.08% 235
2025
Q4
$542K Sell
2,595
-747
-22% -$144K 0.09% 222
2025
Q3
$671K Sell
3,342
-235
-7% -$46.5K 0.12% 180
2025
Q2
$667K Sell
3,577
-127
-3% -$21.5K 0.12% 176
2025
Q1
$651K Sell
3,704
-100
-3% -$18.9K 0.13% 171
2024
Q4
$734K Buy
3,804
+234
+7% +$46K 0.14% 155
2024
Q3
$660K Sell
3,570
-50
-1% -$8.77K 0.09% 209
2024
Q2
$563K Sell
3,620
-84
-2% -$13K 0.09% 230
2024
Q1
$599K Buy
3,704
+305
+9% +$46K 0.09% 209
2023
Q4
$526K Sell
3,399
-63
-2% -$8.16K 0.09% 213
2023
Q3
$425K Buy
3,462
+250
+8% +$31.5K 0.08% 229
2023
Q2
$405K Buy
3,212
+135
+4% +$16.5K 0.08% 255
2023
Q1
$391K Sell
3,077
-1,183
-28% -$178K 0.08% 247
2022
Q4
$673K Sell
4,260
-23
-0.5% -$3.62K 0.14% 141
2022
Q3
$640K Buy
4,283
+86
+2% +$13.9K 0.16% 125
2022
Q2
$662K Sell
4,197
-327
-7% -$54.8K 0.16% 116
2022
Q1
$834K Buy
4,524
+481
+12% +$97.2K 0.16% 122
2021
Q4
$811K Buy
4,043
+359
+10% +$73.1K 0.15% 131
2021
Q3
$721K Buy
3,684
+154
+4% +$29.1K 0.15% 140
2021
Q2
$673K Buy
3,530
+947
+37% +$178K 0.14% 145
2021
Q1
$453K Buy
2,583
+419
+19% +$69.1K 0.1% 195
2020
Q4
$322K Sell
2,164
-717
-25% -$91.6K 0.08% 229
2020
Q3
$0 Buy
2,881
+134
+5% +$14.4K ﹤0.01% 287
2020
Q2
$289K Buy
+2,747
New +$289K 0.09% 218

Other funds holding PNC

Personal CFO Solutions's PNC Position: Q1 2026 in Review

Personal CFO Solutions increased its PNC Financial Services (PNC) stake by 1.2% in Q1 2026, buying an estimated $6.97K and bringing the position to 2,627 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #235.

Personal CFO Solutions first reported a position in PNC in Q2 2020 and has held it in 24 quarters since. The position peaked at $834K in Q1 2022. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Personal CFO Solutions held 2,627 shares of PNC Financial Services worth $547K as of Q1 2026.
  • Personal CFO Solutions bought 32 PNC Financial Services shares in Q1 2026, an estimated $6.97K.
  • PNC Financial Services made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #235 holding.
  • Personal CFO Solutions first reported a position in PNC Financial Services in Q2 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's PNC Financial Services position peaked at $834K in Q1 2022.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.