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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principia Wealth Advisory's PNC Position: Q4 2025 in Review

Principia Wealth Advisory increased its PNC Financial Services (PNC) stake by 163% in Q4 2025, buying an estimated $2.51K and bringing the position to 21 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Principia Wealth Advisory first reported a position in PNC in Q4 2024 and has held it in 5 quarters since. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

  • Principia Wealth Advisory held 21 shares of PNC Financial Services worth $4.38K as of Q4 2025.
  • Principia Wealth Advisory bought 13 PNC Financial Services shares in Q4 2025, an estimated $2.51K.
  • PNC Financial Services made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #297 holding.
  • Principia Wealth Advisory first reported a position in PNC Financial Services in Q4 2024 and has held it in 5 quarters since.
  • 1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.