Plato Investment Management’s PNC Financial Services PNC Stock Holding History

Plato Investment 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	$1.74M	Sell	8,338 -1,670	-17%	-$364K	0.12%	184
2025 Q4	$2.1M	Buy	10,008 +1,053	+12%	+$203K	0.14%	158
2025 Q3	$1.79M	Buy	8,955 +1,019	+13%	+$202K	0.12%	186
2025 Q2	$1.47M	Buy	7,936 +2	+0%	+$338	0.11%	194
2025 Q1	$1.41M	Sell	7,934 -625	-7%	-$118K	0.12%	188
2024 Q4	$1.66M	Hold	8,559	–	–	0.12%	180
2024 Q3	$1.58M	Buy	8,559 +543	+7%	+$95.2K	0.13%	181
2024 Q2	$1.25M	Hold	8,016	–	–	0.12%	183
2024 Q1	$1.3M	Buy	8,016 +7,909	+7,392%	+$1.19M	0.13%	175
2023 Q4	$16.6K	Buy	+107	New	+$13.9K	0.02%	329

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Plato Investment Management's PNC Position: Q1 2026 in Review

Plato Investment Management reduced its PNC Financial Services (PNC) stake by 17% in Q1 2026, selling an estimated $364K and leaving 8,338 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #184.

Plato Investment Management first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Plato Investment Management held 8,338 shares of PNC Financial Services worth $1.74M as of Q1 2026.
Plato Investment Management sold 1,670 PNC Financial Services shares in Q1 2026, an estimated $364K.
PNC Financial Services made up 0.12% of Plato Investment Management's portfolio in Q1 2026, its #184 holding.
Plato Investment Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's PNC Financial Services position peaked at $2.1M in Q4 2025.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.