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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
Q2 		$664K Buy
2,698
+87
+3% +$19.5K 0.02% 171
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quotient Wealth Partners's PNC Position: Q2 2026 in Review

Quotient Wealth Partners increased its PNC Financial Services (PNC) stake by 3.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,698 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #171.

Quotient Wealth Partners first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Quotient Wealth Partners held 2,698 shares of PNC Financial Services worth $664K as of Q2 2026.
  • Quotient Wealth Partners bought 87 PNC Financial Services shares in Q2 2026, an estimated $19.5K.
  • PNC Financial Services made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Quotient Wealth Partners first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.