Pinnacle Wealth Planning Services’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$529K Sell
2,544
-120
-5% -$26.1K 0.05% 203
2025
Q4
$556K Buy
2,664
+78
+3% +$15.1K 0.06% 195
2025
Q3
$520K Buy
2,586
+177
+7% +$35K 0.06% 203
2025
Q2
$449K Buy
2,409
+89
+4% +$15.1K 0.06% 215
2025
Q1
$408K Sell
2,320
-27
-1% -$5.1K 0.06% 196
2024
Q4
$453K Sell
2,347
-65
-3% -$12.8K 0.07% 170
2024
Q3
$446K Sell
2,412
-36
-1% -$6.31K 0.06% 207
2024
Q2
$381K Sell
2,448
-131
-5% -$20.3K 0.05% 227
2024
Q1
$417K Buy
2,579
+58
+2% +$8.74K 0.06% 225
2023
Q4
$390K Sell
2,521
-401
-14% -$51.9K 0.06% 211
2023
Q3
$359K Sell
2,922
-16
-0.5% -$2.01K 0.06% 215
2023
Q2
$370K Sell
2,938
-552
-16% -$67.5K 0.06% 220
2023
Q1
$444K Buy
3,490
+396
+13% +$59.7K 0.07% 191
2022
Q4
$489K Sell
3,094
-1,194
-28% -$188K 0.09% 164
2022
Q3
$641K Buy
4,288
+311
+8% +$50.4K 0.12% 111
2022
Q2
$627K Buy
3,977
+414
+12% +$69.4K 0.11% 123
2022
Q1
$657K Buy
3,563
+186
+6% +$37.6K 0.12% 134
2021
Q4
$678K Buy
3,377
+466
+16% +$94.8K 0.13% 117
2021
Q3
$570K Buy
2,911
+202
+7% +$38.2K 0.13% 124
2021
Q2
$516K Sell
2,709
-30
-1% -$5.63K 0.12% 133
2021
Q1
$480K Sell
2,739
-90
-3% -$14.8K 0.12% 134
2020
Q4
$421K Buy
2,829
+402
+17% +$51.4K 0.1% 131
2020
Q3
$267K Sell
2,427
-50
-2% -$5.38K 0.09% 187
2020
Q2
$260K Sell
2,477
-556
-18% -$58.6K 0.08% 177
2020
Q1
$289K Buy
3,033
+859
+40% +$115K 0.14% 139
2019
Q4
$347K Buy
2,174
+243
+13% +$36.5K 0.16% 132
2019
Q3
$270K Buy
1,931
+393
+26% +$53.3K 0.15% 133
2019
Q2
$211K Buy
+1,538
New +$203K 0.13% 152
2019
Q1
Sell
-1,806
Closed -$211K 180
2018
Q4
$211K Sell
1,806
-16
-0.9% -$2.04K 0.14% 125
2018
Q3
$248K Buy
1,822
+8
+0.4% +$1.14K 0.23% 140
2018
Q2
$245K Buy
1,814
+283
+18% +$41.3K 0.24% 137
2018
Q1
$231K Buy
+1,531
New +$238K 0.24% 144

Other funds holding PNC

Pinnacle Wealth Planning Services's PNC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its PNC Financial Services (PNC) stake by 4.5% in Q1 2026, selling an estimated $26.1K and leaving 2,544 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #203.

Pinnacle Wealth Planning Services first reported a position in PNC in Q1 2018 and has held it in 32 quarters since. The position peaked at $678K in Q4 2021. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,544 shares of PNC Financial Services worth $529K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 120 PNC Financial Services shares in Q1 2026, an estimated $26.1K.
  • PNC Financial Services made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #203 holding.
  • Pinnacle Wealth Planning Services first reported a position in PNC Financial Services in Q1 2018 and has held it in 32 quarters since.
  • Pinnacle Wealth Planning Services's PNC Financial Services position peaked at $678K in Q4 2021.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.