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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Redwood Wealth Management Group reduced its PNC Financial Services (PNC) stake by 2.6% in Q1 2026, selling an estimated $6.31K and leaving 1,106 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #155.

Redwood Wealth Management Group first reported a position in PNC in Q2 2024 and has held it in 7 quarters since. The position peaked at $237K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Redwood Wealth Management Group held 1,106 shares of PNC Financial Services worth $230K as of Q1 2026.
Redwood Wealth Management Group sold 29 PNC Financial Services shares in Q1 2026, an estimated $6.31K.
PNC Financial Services made up 0.1% of Redwood Wealth Management Group's portfolio in Q1 2026, its #155 holding.
Redwood Wealth Management Group first reported a position in PNC Financial Services in Q2 2024 and has held it in 7 quarters since.
Redwood Wealth Management Group's PNC Financial Services position peaked at $237K in Q4 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.