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

Principle 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
Q1 		$4.93M Buy
23,716
+70
+0.3% +$15.2K 0.28% 70
2025
Q4 		$4.94M Sell
23,646
-352
-1% -$67.9K 0.28% 69
2025
Q3 		$4.82M Buy
23,998
+575
+2% +$114K 0.28% 72
2025
Q2 		$4.37M Buy
23,423
+990
+4% +$168K 0.27% 76
2025
Q1 		$3.94M Buy
22,433
+890
+4% +$168K 0.28% 82
2024
Q4 		$4.15M Sell
21,543
-100
-0.5% -$19.7K 0.29% 77
2024
Q3 		$4M Sell
21,643
-118
-0.5% -$20.7K 0.28% 83
2024
Q2 		$3.38M Sell
21,761
-580
-3% -$89.9K 0.26% 92
2024
Q1 		$3.61M Sell
22,341
-495
-2% -$74.6K 0.28% 85
2023
Q4 		$3.54M Sell
22,836
-90
-0.4% -$11.7K 0.3% 80
2023
Q3 		$2.81M Buy
22,926
+1,062
+5% +$134K 0.28% 85
2023
Q2 		$2.75M Buy
21,864
+5,080
+30% +$621K 0.28% 83
2023
Q1 		$2.13M Buy
16,784
+6,065
+57% +$915K 0.23% 92
2022
Q4 		$1.69M Buy
10,719
+4,167
+64% +$656K 0.19% 100
2022
Q3 		$979 Sell
6,552
-100
-2% -$16.2K 0.09% 119
2022
Q2 		$1.05M Sell
6,652
-402
-6% -$67.4K 0.13% 126
2022
Q1 		$1.3M Hold
7,054
– – 0.14% 118
2021
Q4 		$1.41M Sell
7,054
-562
-7% -$114K 0.15% 113
2021
Q3 		$1.49M Hold
7,616
– – 0.17% 106
2021
Q2 		$1.45M Sell
7,616
-150
-2% -$28.2K 0.17% 106
2021
Q1 		$1.36M Buy
7,766
+418
+6% +$68.9K 0.16% 110
2020
Q4 		$1.09M Buy
7,348
+3,230
+78% +$413K 0.14% 115
2020
Q3 		$453K Sell
4,118
-65
-2% -$6.99K 0.13% 92
2020
Q2 		$440K Hold
4,183
– – 0.13% 94
2020
Q1 		$400K Hold
4,183
– – 0.15% 92
2019
Q4 		$668K Hold
4,183
– – 0.21% 80
2019
Q3 		$586K Sell
4,183
-260
-6% -$35.3K 0.2% 86
2019
Q2 		$610K Buy
4,443
+65
+1% +$8.59K 0.31% 59
2019
Q1 		$537K Buy
4,378
+284
+7% +$35.2K 0.31% 58
2018
Q4 		$479K Buy
+4,094
New +$523K 0.4% 57

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principle Wealth Partners's PNC Position: Q1 2026 in Review

Principle Wealth Partners increased its PNC Financial Services (PNC) stake by 0.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 23,716 shares worth $4.93M. The position accounts for 0.28% of the portfolio, ranked #70.

Principle Wealth Partners first reported a position in PNC in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.94M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Principle Wealth Partners held 23,716 shares of PNC Financial Services worth $4.93M as of Q1 2026.
  • Principle Wealth Partners bought 70 PNC Financial Services shares in Q1 2026, an estimated $15.2K.
  • PNC Financial Services made up 0.28% of Principle Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Principle Wealth Partners first reported a position in PNC Financial Services in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's PNC Financial Services position peaked at $4.94M in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.