PWMG
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Private Wealth Management Group’s PNC Financial Services PNC Stock Holding History

Private Wealth Management Group’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 		$35.4K Hold
170
– – 0.01% 235
2025
Q4 		$35.5K Hold
170
– – 0.01% 226
2025
Q3 		$34.2K Sell
170
-33
-16% -$6.53K 0.01% 235
2025
Q2 		$37.8K Sell
203
-34
-14% -$5.75K 0.01% 204
2025
Q1 		$41.7K Sell
237
-267
-53% -$50.4K 0.02% 190
2024
Q4 		$97.2K Hold
504
– – 0.04% 112
2024
Q3 		$93.2K Buy
504
+1
+0.2% +$175 0.04% 113
2024
Q2 		$78.2K Hold
503
– – 0.03% 122
2024
Q1 		$81.3K Hold
503
– – 0.04% 113
2023
Q4 		$77.9K Buy
+503
New +$65.1K 0.04% 119

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

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

Private Wealth Management Group held its PNC Financial Services (PNC) position steady in Q1 2026 at 170 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #235.

Private Wealth Management Group first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $97.2K in Q4 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Private Wealth Management Group held 170 shares of PNC Financial Services worth $35.4K as of Q1 2026.
  • Private Wealth Management Group left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #235 holding.
  • Private Wealth Management Group first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's PNC Financial Services position peaked at $97.2K in Q4 2024.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.