RWB
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
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% -$62.9K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

RMR Wealth Builders's PNC Position: Q2 2026 in Review

RMR Wealth Builders increased its PNC Financial Services (PNC) stake by 4.4% in Q2 2026, buying an estimated $67K and bringing the position to 7,093 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #94.

RMR Wealth Builders first reported a position in PNC in Q4 2019 and has held it in 25 quarters since. 663 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • RMR Wealth Builders held 7,093 shares of PNC Financial Services worth $1.75M as of Q2 2026.
  • RMR Wealth Builders bought 299 PNC Financial Services shares in Q2 2026, an estimated $67K.
  • PNC Financial Services made up 0.11% of RMR Wealth Builders's portfolio in Q2 2026, its #94 holding.
  • RMR Wealth Builders first reported a position in PNC Financial Services in Q4 2019 and has held it in 25 quarters since.
  • 663 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.