Redwood Wealth Management Group’s PNC Financial Services PNC Stock Holding History

Redwood 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	–	Sell	-1,106	Closed	-$230K	–	93
2026 Q1	$230K	Sell	1,106 -29	-3%	-$6.31K	0.1%	155
2025 Q4	$237K	Sell	1,135 -1	-0.1%	-$193	0.1%	163
2025 Q3	$228K	Buy	1,136 +1	+0.1%	+$198	0.1%	160
2025 Q2	$212K	Buy	+1,135	New	+$192K	0.1%	171
2025 Q1	–	Sell	-1,092	Closed	-$211K	–	167
2024 Q4	$211K	Buy	1,092 +1	+0.1%	+$197	0.1%	157
2024 Q3	$202K	Buy	1,091 +1	+0.1%	+$175	0.1%	156
2024 Q2	$169K	Buy	+1,090	New	+$169K	0.13%	127

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of PNC Financial Services (PNC) in Q2 2026, closing a stake of 1,106 shares — an estimated $230K sold.

Redwood Wealth Management Group first reported a position in PNC in Q2 2024 and held it in 7 quarters. The position peaked at $237K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Redwood Wealth Management Group reported no remaining PNC Financial Services position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 1,106 PNC Financial Services shares in Q2 2026, an estimated $230K.
Redwood Wealth Management Group first reported a position in PNC Financial Services in Q2 2024 and held it in 7 quarters.
Redwood Wealth Management Group's PNC Financial Services position peaked at $237K in Q4 2025.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.