QWP
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Quotient Wealth Partners’s PNC Financial Services PNC Stock Holding History

Quotient 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 		$543K Buy
2,611
+21
+0.8% +$4.57K 0.01% 183
2025
Q4 		$541K Sell
2,590
-86
-3% -$16.6K 0.01% 182
2025
Q3 		$538K Sell
2,676
-80
-3% -$15.8K 0.01% 182
2025
Q2 		$514K Sell
2,756
-30
-1% -$5.08K 0.02% 186
2025
Q1 		$490K Sell
2,786
-345
-11% -$65.1K 0.02% 181
2024
Q4 		$604K Sell
3,131
-357
-10% -$70.2K 0.02% 149
2024
Q3 		$645K Buy
3,488
+73
+2% +$12.8K 0.02% 150
2024
Q2 		$531K Buy
3,415
+1,232
+56% +$191K 0.02% 166
2024
Q1 		$353K Buy
2,183
+850
+64% +$128K 0.01% 210
2023
Q4 		$206K Buy
+1,333
New +$173K 0.01% 268

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

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

Quotient Wealth Partners increased its PNC Financial Services (PNC) stake by 0.81% in Q1 2026, buying an estimated $4.57K and bringing the position to 2,611 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #183.

Quotient Wealth Partners first reported a position in PNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $645K in Q3 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Quotient Wealth Partners held 2,611 shares of PNC Financial Services worth $543K as of Q1 2026.
  • Quotient Wealth Partners bought 21 PNC Financial Services shares in Q1 2026, an estimated $4.57K.
  • PNC Financial Services made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #183 holding.
  • Quotient Wealth Partners first reported a position in PNC Financial Services in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's PNC Financial Services position peaked at $645K in Q3 2024.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.