PNC Financial Services Group
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PNC Financial Services Group’s SmartStop Self Storage REIT SMA Stock Holding History

PNC Financial Services Group’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.3K Sell
351
-9
-3% -$300 ﹤0.01% 4123
2026
Q2 		$11.7K Buy
360
+195
+118% +$6.18K ﹤0.01% 4022
2026
Q1 		$5K Buy
165
+152
+1,169% +$4.88K ﹤0.01% 4270
2025
Q4 		$402 Sell
13
-104
-89% -$3.52K ﹤0.01% 4889
2025
Q3 		$4.4K Buy
+117
New +$4.25K ﹤0.01% 4254

Other funds holding SMA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group's SMA Position: Q3 2026 in Review

PNC Financial Services Group reduced its SmartStop Self Storage REIT (SMA) stake by 2.5% in Q3 2026, selling an estimated $300 and leaving 351 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4123.

PNC Financial Services Group first reported a position in SMA in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.7K in Q2 2026. 211 funds tracked by Wall St. Rank hold SMA as of Q3 2026.

  • PNC Financial Services Group held 351 shares of SmartStop Self Storage REIT worth $11.3K as of Q3 2026.
  • PNC Financial Services Group sold 9 SmartStop Self Storage REIT shares in Q3 2026, an estimated $300.
  • SmartStop Self Storage REIT made up ﹤0.01% of PNC Financial Services Group's portfolio in Q3 2026, its #4123 holding.
  • PNC Financial Services Group first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 5 quarters since.
  • PNC Financial Services Group's SmartStop Self Storage REIT position peaked at $11.7K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q3 2026.

Based on PNC Financial Services Group's 13F filing for Q3 2026, filed 6 Nov 2026.