Precedent Wealth Partners’s PNC Financial Services PNC Stock Holding History

Precedent Wealth Partners’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	$2.42M	Buy	9,813 +527	+6%	+$118K	0.4%	75
2026 Q1	$1.93M	Buy	9,286 +331	+4%	+$72.1K	0.39%	78
2025 Q4	$1.87M	Buy	8,955 +457	+5%	+$88.2K	0.39%	78
2025 Q3	$1.71M	Buy	8,498 +809	+11%	+$160K	0.38%	78
2025 Q2	$1.43M	Buy	7,689 +1,323	+21%	+$224K	0.35%	82
2025 Q1	$1.12M	Buy	6,366 +1,322	+26%	+$250K	0.31%	87
2024 Q4	$973K	Buy	5,044 +35	+0.7%	+$6.88K	0.32%	87
2024 Q3	$926K	Buy	5,009 +735	+17%	+$129K	0.31%	87
2024 Q2	$664K	Buy	+4,274	New	+$662K	0.27%	86

Other funds holding PNC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Precedent Wealth Partners's PNC Position: Q2 2026 in Review

Precedent Wealth Partners increased its PNC Financial Services (PNC) stake by 5.7% in Q2 2026, buying an estimated $118K and bringing the position to 9,813 shares worth $2.42M. The position accounts for 0.4% of the portfolio, ranked #75.

Precedent Wealth Partners first reported a position in PNC in Q2 2024 and has held it in 9 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Precedent Wealth Partners held 9,813 shares of PNC Financial Services worth $2.42M as of Q2 2026.
Precedent Wealth Partners bought 527 PNC Financial Services shares in Q2 2026, an estimated $118K.
PNC Financial Services made up 0.4% of Precedent Wealth Partners's portfolio in Q2 2026, its #75 holding.
Precedent Wealth Partners first reported a position in PNC Financial Services in Q2 2024 and has held it in 9 quarters since.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.