Phillips Wealth Planners’s PNC Financial Services PNC Stock Holding History

Phillips Wealth Planners’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	$1.27M	Buy	5,940 +309	+5%	+$67.3K	0.96%	22
2025 Q4	$1.27M	Sell	5,631 -865	-13%	-$167K	1.02%	22
2025 Q3	$1.27M	Sell	6,496 -145	-2%	-$28.7K	1.06%	21
2025 Q2	$1.31M	Buy	6,641 +426	+7%	+$72.1K	1.19%	16
2025 Q1	$945K	Sell	6,215 -763	-11%	-$144K	1%	27
2024 Q4	$1.32M	Sell	6,978 -219	-3%	-$43.1K	1.32%	14
2024 Q3	$1.37M	Buy	7,197 +158	+2%	+$27.7K	1.31%	13
2024 Q2	$1.16M	Sell	7,039 -81	-1%	-$12.6K	1.22%	17
2024 Q1	$1.04M	Sell	7,120 -8	-0.1%	-$1.21K	1.2%	16
2023 Q4	$1.04M	Sell	7,128 -154	-2%	-$19.9K	1.26%	18
2023 Q3	$842K	Buy	7,282 +1,273	+21%	+$160K	1.14%	20
2023 Q2	$757K	Buy	6,009 +1,172	+24%	+$143K	0.99%	26
2023 Q1	$590K	Buy	4,837 +206	+4%	+$31.1K	0.78%	43
2022 Q4	$745K	Buy	+4,631	New	+$729K	1.3%	23

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Phillips Wealth Planners's PNC Position: Q1 2026 in Review

Phillips Wealth Planners increased its PNC Financial Services (PNC) stake by 5.5% in Q1 2026, buying an estimated $67.3K and bringing the position to 5,940 shares worth $1.27M. The position accounts for 0.96% of the portfolio, ranked #22.

Phillips Wealth Planners first reported a position in PNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Phillips Wealth Planners held 5,940 shares of PNC Financial Services worth $1.27M as of Q1 2026.
Phillips Wealth Planners bought 309 PNC Financial Services shares in Q1 2026, an estimated $67.3K.
PNC Financial Services made up 0.96% of Phillips Wealth Planners's portfolio in Q1 2026, its #22 holding.
Phillips Wealth Planners first reported a position in PNC Financial Services in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's PNC Financial Services position peaked at $1.37M in Q3 2024.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.