PNC Financial Services Group’s Expensify EXFY Stock Holding History

PNC Financial Services Group’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.56K	Buy	1,432 +88	+7%	+$99	﹤0.01%	4598
2026 Q1	$1.17K	Buy	1,344 +1,143	+569%	+$1.36K	﹤0.01%	4715
2025 Q4	$304	Buy	201 +200	+20,000%	+$317	﹤0.01%	4929
2025 Q3	$2	Buy	+1	New	+$2	﹤0.01%	5078
2024 Q4	–	Sell	-138	Closed	-$270	–	4823
2024 Q3	$270	Hold	138	–	–	﹤0.01%	4645
2024 Q2	$206	Buy	+138	New	+$218	﹤0.01%	4664
2022 Q4	–	Sell	-9,858	Closed	-$147K	–	4792
2022 Q3	$147K	Buy	9,858 +689	+8%	+$12.9K	﹤0.01%	2292
2022 Q2	$163K	Buy	+9,169	New	+$162K	﹤0.01%	2269
2022 Q1	–	Sell	-2,000	Closed	-$88K	–	4571
2021 Q4	$88K	Buy	+2,000	New	+$81.4K	﹤0.01%	2764

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

PNC Financial Services Group's EXFY Position: Q2 2026 in Review

PNC Financial Services Group increased its Expensify (EXFY) stake by 6.5% in Q2 2026, buying an estimated $99 and bringing the position to 1,432 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

PNC Financial Services Group first reported a position in EXFY in Q4 2021 and has held it in 9 quarters since. The position peaked at $163K in Q2 2022. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

PNC Financial Services Group held 1,432 shares of Expensify worth $2.56K as of Q2 2026.
PNC Financial Services Group bought 88 Expensify shares in Q2 2026, an estimated $99.
Expensify made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #4598 holding.
PNC Financial Services Group first reported a position in Expensify in Q4 2021 and has held it in 9 quarters since.
PNC Financial Services Group's Expensify position peaked at $163K in Q2 2022.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.