Private Wealth Asset Management’s PNC Financial Services PNC Stock Holding History

Private Wealth Asset Management’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	$1.58M	Sell	7,582 -3	-0%	-$653	0.17%	94
2025 Q4	$1.58M	Hold	7,585	–	–	0.17%	88
2025 Q3	$1.52M	Hold	7,585	–	–	0.18%	83
2025 Q2	$1.41M	Sell	7,585 -465	-6%	-$78.7K	0.19%	85
2025 Q1	$1.41M	Buy	+8,050	New	+$1.52M	0.2%	83

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Private Wealth Asset Management's PNC Position: Q1 2026 in Review

Private Wealth Asset Management reduced its PNC Financial Services (PNC) stake by 0.04% in Q1 2026, selling an estimated $653 and leaving 7,582 shares worth $1.58M. The position accounts for 0.17% of the portfolio, ranked #94.

Private Wealth Asset Management first reported a position in PNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Private Wealth Asset Management held 7,582 shares of PNC Financial Services worth $1.58M as of Q1 2026.
Private Wealth Asset Management sold 3 PNC Financial Services shares in Q1 2026, an estimated $653.
PNC Financial Services made up 0.17% of Private Wealth Asset Management's portfolio in Q1 2026, its #94 holding.
Private Wealth Asset Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's PNC Financial Services position peaked at $1.58M in Q4 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.