PWA
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Principia Wealth Advisory’s PNC Financial Services PNC Stock Holding History

Principia Wealth Advisory’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 		$11.3K Buy
46
+18
+64% +$4.03K 0.01% 236
2026
Q1 		$5.83K Buy
28
+7
+33% +$1.52K ﹤0.01% 273
2025
Q4 		$4.38K Buy
21
+13
+163% +$2.51K ﹤0.01% 297
2025
Q3 		$1.61K Buy
8
+2
+33% +$396 ﹤0.01% 488
2025
Q2 		$1.12K Sell
6
-2
-25% -$338 ﹤0.01% 535
2025
Q1 		$1.28K Sell
8
-2
-20% -$378 ﹤0.01% 353
2024
Q4 		$1.93K Buy
+10
New +$1.97K ﹤0.01% 251

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's PNC Position: Q2 2026 in Review

Principia Wealth Advisory increased its PNC Financial Services (PNC) stake by 64% in Q2 2026, buying an estimated $4.03K and bringing the position to 46 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #236.

Principia Wealth Advisory first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Principia Wealth Advisory held 46 shares of PNC Financial Services worth $11.3K as of Q2 2026.
  • Principia Wealth Advisory bought 18 PNC Financial Services shares in Q2 2026, an estimated $4.03K.
  • PNC Financial Services made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #236 holding.
  • Principia Wealth Advisory first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.