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Planned Solutions’s PNC Financial Services PNC Stock Holding History

Planned Solutions’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 		$328K Buy
1,333
+152
+13% +$34K 0.09% 108
2026
Q1 		$246K Hold
1,181
– – 0.08% 120
2025
Q4 		$247K Buy
1,181
+28
+2% +$5.41K 0.08% 120
2025
Q3 		$232K Buy
1,153
+45
+4% +$8.9K 0.08% 123
2025
Q2 		$207K Buy
+1,108
New +$188K 0.08% 119
2024
Q4 		– Sell
-544
Closed -$101K – 487
2024
Q3 		$101K Buy
+544
New +$95.4K 0.04% 206
2024
Q1 		– Sell
-544
Closed -$84.2K – 419
2023
Q4 		$84.2K Buy
+544
New +$70.4K 0.04% 211
2021
Q1 		– Sell
-500
Closed -$74K – 313
2020
Q4 		$74K Hold
500
– – 0.06% 141
2020
Q3 		$55K Buy
+500
New +$53.8K 0.05% 138

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

Planned Solutions's PNC Position: Q2 2026 in Review

Planned Solutions increased its PNC Financial Services (PNC) stake by 13% in Q2 2026, buying an estimated $34K and bringing the position to 1,333 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #108.

Planned Solutions first reported a position in PNC in Q3 2020 and has held it in 9 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Planned Solutions held 1,333 shares of PNC Financial Services worth $328K as of Q2 2026.
  • Planned Solutions bought 152 PNC Financial Services shares in Q2 2026, an estimated $34K.
  • PNC Financial Services made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #108 holding.
  • Planned Solutions first reported a position in PNC Financial Services in Q3 2020 and has held it in 9 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.