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Roehl & Yi Investment Advisors’s PNC Financial Services PNC Stock Holding History

Roehl & Yi Investment Advisors’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 		$477K Sell
35,669
-2
-0% -$448 0.16% 117
2026
Q1 		$409K Buy
35,671
+1,328
+4% +$289K 0.15% 108
2025
Q4 		$133K Sell
34,343
-13
-0% -$2.51K 0.05% 163
2025
Q3 		$132K Buy
+34,356
New +$6.8M 0.06% 158

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Roehl & Yi Investment Advisors's PNC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its PNC Financial Services (PNC) stake by 0.01% in Q2 2026, selling an estimated $448 and leaving 35,669 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #117.

Roehl & Yi Investment Advisors first reported a position in PNC in Q3 2025 and has held it in 4 quarters since. 2,028 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 35,669 shares of PNC Financial Services worth $477K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 2 PNC Financial Services shares in Q2 2026, an estimated $448.
  • PNC Financial Services made up 0.16% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Roehl & Yi Investment Advisors first reported a position in PNC Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 2,028 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.