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Planning Alternatives’s PNC Financial Services PNC Stock Holding History

Planning Alternatives’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 		$242K Buy
+984
New +$220K 0.03% 111
2024
Q4 		– Sell
-1,688
Closed -$312K – 62
2024
Q3 		$312K Hold
1,688
– – 0.05% 48
2024
Q2 		$262K Hold
1,688
– – 0.04% 52
2024
Q1 		$273K Hold
1,688
– – 0.04% 45
2023
Q4 		$261K Hold
1,688
– – 0.05% 41
2023
Q3 		$207K Buy
+1,688
New +$212K 0.04% 45

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

Planning Alternatives's PNC Position: Q2 2026 in Review

Planning Alternatives opened a new position in PNC Financial Services (PNC) in Q2 2026: 984 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #111 among its holdings. This is a return to the name: Planning Alternatives previously reported a position in PNC as recently as Q3 2024.

Planning Alternatives first reported a position in PNC in Q3 2023 and has held it in 6 quarters since. The position peaked at $312K in Q3 2024. 2,030 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Planning Alternatives held 984 shares of PNC Financial Services worth $242K as of Q2 2026.
  • PNC Financial Services was a new Planning Alternatives position in Q2 2026.
  • PNC Financial Services made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #111 holding.
  • Planning Alternatives first reported a position in PNC Financial Services in Q3 2023 and has held it in 6 quarters since.
  • Planning Alternatives's PNC Financial Services position peaked at $312K in Q3 2024.
  • 2,030 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.