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
Q2 		$41.9K Hold
170
– – 0.01% 256
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Private Wealth Management Group's PNC Position: Q2 2026 in Review

Private Wealth Management Group held its PNC Financial Services (PNC) position steady in Q2 2026 at 170 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #256.

Private Wealth Management Group first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $97.2K in Q4 2024. 659 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Private Wealth Management Group held 170 shares of PNC Financial Services worth $41.9K as of Q2 2026.
  • Private Wealth Management Group left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #256 holding.
  • Private Wealth Management Group first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's PNC Financial Services position peaked at $97.2K in Q4 2024.
  • 659 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.