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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Robertson Stephens Wealth Management's PNC Position: Q1 2026 in Review

Robertson Stephens Wealth Management opened a new position in PNC Financial Services (PNC) in Q1 2026: 1,662 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in PNC as recently as Q4 2024.

Robertson Stephens Wealth Management first reported a position in PNC in Q3 2019 and has held it in 6 quarters since. The position peaked at $500K in Q1 2020. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Robertson Stephens Wealth Management held 1,662 shares of PNC Financial Services worth $346K as of Q1 2026.
  • PNC Financial Services was a new Robertson Stephens Wealth Management position in Q1 2026.
  • PNC Financial Services made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #481 holding.
  • Robertson Stephens Wealth Management first reported a position in PNC Financial Services in Q3 2019 and has held it in 6 quarters since.
  • Robertson Stephens Wealth Management's PNC Financial Services position peaked at $500K in Q1 2020.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.