Robertson Stephens Wealth Management’s PNC Financial Services PNC Stock Holding History

Robertson Stephens Wealth Management’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	$414K	Buy	1,680 +18	+1%	+$4.03K	0.01%	471
2026 Q1	$346K	Buy	+1,662	New	+$362K	0.01%	481
2025 Q1	–	Sell	-1,278	Closed	-$246K	–	580
2024 Q4	$246K	Buy	1,278 +67	+6%	+$13.2K	0.01%	509
2024 Q3	$224K	Buy	+1,211	New	+$212K	0.01%	582
2020 Q2	–	Sell	-5,222	Closed	-$500K	–	212
2020 Q1	$500K	Buy	5,222 +3,782	+263%	+$508K	0.17%	102
2019 Q4	$229K	Sell	1,440 -1,830	-56%	-$275K	0.12%	96
2019 Q3	$458K	Buy	+3,270	New	+$444K	0.23%	80

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 $3.37T AUM 44.26% 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

Robertson Stephens Wealth Management's PNC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its PNC Financial Services (PNC) stake by 1.1% in Q2 2026, buying an estimated $4.03K and bringing the position to 1,680 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #471.

Robertson Stephens Wealth Management first reported a position in PNC in Q3 2019 and has held it in 7 quarters since. The position peaked at $500K in Q1 2020. 2,038 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Robertson Stephens Wealth Management held 1,680 shares of PNC Financial Services worth $414K as of Q2 2026.
Robertson Stephens Wealth Management bought 18 PNC Financial Services shares in Q2 2026, an estimated $4.03K.
PNC Financial Services made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #471 holding.
Robertson Stephens Wealth Management first reported a position in PNC Financial Services in Q3 2019 and has held it in 7 quarters since.
Robertson Stephens Wealth Management's PNC Financial Services position peaked at $500K in Q1 2020.
2,038 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.