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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
Q2 		$1.4M Sell
5,522
-418
-7% -$93.6K 1.03% 18
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Phillips Wealth Planners's PNC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its PNC Financial Services (PNC) stake by 7% in Q2 2026, selling an estimated $93.6K and leaving 5,522 shares worth $1.4M. The position accounts for 1.03% of the portfolio, ranked #18.

Phillips Wealth Planners first reported a position in PNC in Q4 2022 and has held it in 15 quarters since. 2,038 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Phillips Wealth Planners held 5,522 shares of PNC Financial Services worth $1.4M as of Q2 2026.
  • Phillips Wealth Planners sold 418 PNC Financial Services shares in Q2 2026, an estimated $93.6K.
  • PNC Financial Services made up 1.03% of Phillips Wealth Planners's portfolio in Q2 2026, its #18 holding.
  • Phillips Wealth Planners first reported a position in PNC Financial Services in Q4 2022 and has held it in 15 quarters since.
  • 2,038 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.