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Pines Wealth Management’s PNC Financial Services PNC Stock Holding History

Pines 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 		$1.07M Sell
5,123
-219
-4% -$47.7K 0.35% 81
2025
Q4 		$1.12M Sell
5,342
-405
-7% -$78.2K 0.36% 73
2025
Q3 		$1.15M Sell
5,747
-803
-12% -$159K 0.39% 66
2025
Q2 		$1.29M Sell
6,550
-437
-6% -$74K 0.46% 52
2025
Q1 		$1.05M Buy
6,987
+332
+5% +$62.7K 0.48% 53
2024
Q4 		$1.26M Buy
+6,655
New +$1.31M 0.55% 43

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

Pines Wealth Management's PNC Position: Q1 2026 in Review

Pines Wealth Management reduced its PNC Financial Services (PNC) stake by 4.1% in Q1 2026, selling an estimated $47.7K and leaving 5,123 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #81.

Pines Wealth Management first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Pines Wealth Management held 5,123 shares of PNC Financial Services worth $1.07M as of Q1 2026.
  • Pines Wealth Management sold 219 PNC Financial Services shares in Q1 2026, an estimated $47.7K.
  • PNC Financial Services made up 0.35% of Pines Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Pines Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's PNC Financial Services position peaked at $1.29M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.