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Rockline Wealth Management’s PNC Financial Services PNC Stock Holding History

Rockline 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 		$2.27M Buy
9,216
+28
+0.3% +$6.27K 0.43% 53
2026
Q1 		$1.91M Sell
9,188
-7,884
-46% -$1.72M 0.42% 52
2025
Q4 		$3.56M Buy
17,072
+706
+4% +$136K 0.73% 38
2025
Q3 		$3.29M Buy
16,366
+403
+3% +$79.7K 0.68% 38
2025
Q2 		$2.98M Buy
15,963
+81
+0.5% +$13.7K 0.7% 41
2025
Q1 		$2.79M Buy
15,882
+862
+6% +$163K 0.78% 46
2024
Q4 		$2.9M Buy
15,020
+1,256
+9% +$247K 0.77% 40
2024
Q3 		$2.54M Buy
13,764
+799
+6% +$140K 0.72% 48
2024
Q2 		$2.02M Buy
12,965
+595
+5% +$92.2K 0.62% 49
2024
Q1 		$2M Buy
12,370
+584
+5% +$88K 0.7% 47
2023
Q4 		$1.83M Buy
+11,786
New +$1.53M 0.76% 45

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

Rockline Wealth Management's PNC Position: Q2 2026 in Review

Rockline Wealth Management increased its PNC Financial Services (PNC) stake by 0.3% in Q2 2026, buying an estimated $6.27K and bringing the position to 9,216 shares worth $2.27M. The position accounts for 0.43% of the portfolio, ranked #53.

Rockline Wealth Management first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2025. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Rockline Wealth Management held 9,216 shares of PNC Financial Services worth $2.27M as of Q2 2026.
  • Rockline Wealth Management bought 28 PNC Financial Services shares in Q2 2026, an estimated $6.27K.
  • PNC Financial Services made up 0.43% of Rockline Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Rockline Wealth Management first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's PNC Financial Services position peaked at $3.56M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

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