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Regent Peak Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Regent Peak Wealth Advisors’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 		$435K Buy
1,765
+18
+1% +$4.03K 0.08% 112
2026
Q1 		$364K Sell
1,747
-35
-2% -$7.62K 0.07% 120
2025
Q4 		$372K Buy
1,782
+76
+4% +$14.7K 0.07% 117
2025
Q3 		$343K Buy
+1,706
New +$337K 0.07% 122
2025
Q1 		$303K Buy
1,723
+35
+2% +$6.61K 0.07% 118
2024
Q4 		$326K Buy
1,688
+3
+0.2% +$590 0.07% 112
2024
Q3 		$311K Buy
1,685
+21
+1% +$3.68K 0.07% 120
2024
Q2 		$259K Buy
1,664
+183
+12% +$28.4K 0.06% 135
2024
Q1 		$239K Sell
1,481
-9
-0.6% -$1.36K 0.06% 138
2023
Q4 		$231K Buy
+1,490
New +$193K 0.06% 137
2023
Q1 		– Sell
-1,568
Closed -$248K – 172
2022
Q4 		$248K Buy
1,568
+44
+3% +$6.92K 0.08% 130
2022
Q3 		$227K Buy
1,524
+27
+2% +$4.37K 0.08% 135
2022
Q2 		$236K Buy
1,497
+38
+3% +$6.37K 0.08% 134
2022
Q1 		$269K Buy
1,459
+1
+0.1% +$202 0.08% 133
2021
Q4 		$292K Buy
1,458
+41
+3% +$8.34K 0.08% 133
2021
Q3 		$277K Buy
1,417
+7
+0.5% +$1.32K 0.08% 136
2021
Q2 		$257K Buy
+1,410
New +$265K 0.07% 142
2021
Q1 		– Sell
-2,439
Closed -$363K – 759
2020
Q4 		$363K Buy
+2,439
New +$312K 0.12% 97

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Regent Peak Wealth Advisors's PNC Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its PNC Financial Services (PNC) stake by 1% in Q2 2026, buying an estimated $4.03K and bringing the position to 1,765 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #112.

Regent Peak Wealth Advisors first reported a position in PNC in Q4 2020 and has held it in 18 quarters since. 456 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,765 shares of PNC Financial Services worth $435K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 18 PNC Financial Services shares in Q2 2026, an estimated $4.03K.
  • PNC Financial Services made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Regent Peak Wealth Advisors first reported a position in PNC Financial Services in Q4 2020 and has held it in 18 quarters since.
  • 456 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.