RMR Wealth Builders
PNC icon

RMR Wealth Builders’s PNC Financial Services PNC Stock Holding History

RMR Wealth Builders’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
Q3 		$1.54M Sell
6,927
-166
-2% -$40.7K 0.09% 104
2026
Q2 		$1.75M Buy
7,093
+299
+4% +$67K 0.11% 94
2026
Q1 		$1.41M Sell
6,794
-45
-0.7% -$9.8K 0.11% 97
2025
Q4 		$1.43M Buy
6,839
+569
+9% +$110K 0.11% 94
2025
Q3 		$1.26M Buy
6,270
+80
+1% +$15.8K 0.11% 99
2025
Q2 		$1.15M Buy
6,190
+110
+2% +$18.6K 0.1% 105
2025
Q1 		$1.07M Buy
6,080
+4
+0.1% +$755 0.11% 102
2024
Q4 		$1.17M Buy
6,076
+3
+0% +$590 0.12% 97
2024
Q3 		$1.12M Buy
6,073
+5
+0.1% +$877 0.12% 97
2024
Q2 		$943K Sell
6,068
-293
-5% -$45.4K 0.11% 102
2024
Q1 		$1.03M Sell
6,361
-200
-3% -$30.1K 0.12% 95
2023
Q4 		$1.02M Buy
6,561
+79
+1% +$10.2K 0.14% 82
2023
Q3 		$796K Buy
6,482
+8
+0.1% +$1.01K 0.13% 88
2023
Q2 		$815K Buy
6,474
+1,356
+26% +$166K 0.14% 77
2023
Q1 		$650K Sell
5,118
-834
-14% -$126K 0.12% 90
2022
Q4 		$940K Hold
5,952
– – 0.21% 57
2022
Q3 		$889K Hold
5,952
– – 0.22% 53
2022
Q2 		$939K Sell
5,952
-2,795
-32% -$468K 0.23% 62
2022
Q1 		$1.61M Buy
+8,747
New +$1.77M 0.35% 50
2021
Q4 		– Sell
-8,492
Closed -$1.66M – 189
2021
Q3 		$1.66M Buy
8,492
+139
+2% +$26.3K 0.49% 33
2021
Q2 		$1.59M Sell
8,353
-79
-0.9% -$14.8K 0.52% 33
2021
Q1 		$1.48M Buy
8,432
+140
+2% +$23.1K 0.38% 39
2020
Q4 		$1.24M Sell
8,292
-492
-6% -$62.8K 0.61% 35
2020
Q3 		$965K Buy
8,784
+838
+11% +$90.1K 0.25% 66
2020
Q2 		$836K Buy
+7,946
New +$837K 0.75% 34
2019
Q4 		$1.39M Buy
+8,733
New +$1.31M 1.34% 18

Other funds holding PNC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

RMR Wealth Builders's PNC Position: Q3 2026 in Review

RMR Wealth Builders reduced its PNC Financial Services (PNC) stake by 2.3% in Q3 2026, selling an estimated $40.7K and leaving 6,927 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #104.

RMR Wealth Builders first reported a position in PNC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.75M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • RMR Wealth Builders held 6,927 shares of PNC Financial Services worth $1.54M as of Q3 2026.
  • RMR Wealth Builders sold 166 PNC Financial Services shares in Q3 2026, an estimated $40.7K.
  • PNC Financial Services made up 0.09% of RMR Wealth Builders's portfolio in Q3 2026, its #104 holding.
  • RMR Wealth Builders first reported a position in PNC Financial Services in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's PNC Financial Services position peaked at $1.75M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.