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Pine Harbor Wealth Management’s PNC Financial Services PNC Stock Holding History

Pine Harbor 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
Q1 		$364K Buy
1,748
+12
+0.7% +$2.61K 0.11% 69
2025
Q4 		$362K Buy
1,736
+17
+1% +$3.28K 0.11% 70
2025
Q3 		$346K Buy
1,719
+100
+6% +$19.8K 0.11% 73
2025
Q2 		$302K Buy
1,619
+140
+9% +$23.7K 0.11% 76
2025
Q1 		$260K Buy
1,479
+11
+0.7% +$2.08K 0.1% 75
2024
Q4 		$283K Buy
1,468
+13
+0.9% +$2.56K 0.11% 75
2024
Q3 		$269K Buy
1,455
+13
+0.9% +$2.28K 0.13% 81
2024
Q2 		$224K Buy
1,442
+14
+1% +$2.17K 0.13% 87
2024
Q1 		$231K Hold
1,428
– – 0.15% 85
2023
Q4 		$221K Buy
+1,428
New +$185K 0.17% 88

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pine Harbor Wealth Management's PNC Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its PNC Financial Services (PNC) stake by 0.69% in Q1 2026, buying an estimated $2.61K and bringing the position to 1,748 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #69.

Pine Harbor Wealth Management first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Pine Harbor Wealth Management held 1,748 shares of PNC Financial Services worth $364K as of Q1 2026.
  • Pine Harbor Wealth Management bought 12 PNC Financial Services shares in Q1 2026, an estimated $2.61K.
  • PNC Financial Services made up 0.11% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Pine Harbor Wealth Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.