PWA
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Physician Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Physician Wealth Advisors’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 		$76.6K Buy
311
+37
+14% +$8.29K 0.01% 357
2026
Q1 		$57K Buy
274
+2
+0.7% +$435 0.01% 377
2025
Q4 		$56.8K Sell
272
-32
-11% -$6.18K 0.01% 362
2025
Q3 		$61.1K Buy
304
+92
+43% +$18.2K 0.01% 342
2025
Q2 		$39.5K Buy
212
+5
+2% +$846 0.01% 381
2025
Q1 		$36.4K Hold
207
– – 0.01% 379
2024
Q4 		$39.9K Buy
+207
New +$40.7K 0.01% 379

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Physician Wealth Advisors's PNC Position: Q2 2026 in Review

Physician Wealth Advisors increased its PNC Financial Services (PNC) stake by 14% in Q2 2026, buying an estimated $8.29K and bringing the position to 311 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #357.

Physician Wealth Advisors first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 646 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Physician Wealth Advisors held 311 shares of PNC Financial Services worth $76.6K as of Q2 2026.
  • Physician Wealth Advisors bought 37 PNC Financial Services shares in Q2 2026, an estimated $8.29K.
  • PNC Financial Services made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • Physician Wealth Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 646 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.