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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
Q2 		$429K Sell
1,741
-7
-0.4% -$1.57K 0.11% 65
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 $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

Pine Harbor Wealth Management's PNC Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its PNC Financial Services (PNC) stake by 0.4% in Q2 2026, selling an estimated $1.57K and leaving 1,741 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #65.

Pine Harbor Wealth Management first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Pine Harbor Wealth Management held 1,741 shares of PNC Financial Services worth $429K as of Q2 2026.
  • Pine Harbor Wealth Management sold 7 PNC Financial Services shares in Q2 2026, an estimated $1.57K.
  • PNC Financial Services made up 0.11% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Pine Harbor Wealth Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.