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Root Financial Partners’s PNC Financial Services PNC Stock Holding History

Root Financial Partners’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 		$358K Buy
1,721
+407
+31% +$88.6K 0.02% 218
2025
Q4 		$274K Buy
1,314
+60
+5% +$11.6K 0.01% 242
2025
Q3 		$252K Buy
+1,254
New +$248K 0.02% 237
2025
Q2 		– Sell
-2,113
Closed -$371K – 265
2025
Q1 		$371K Buy
2,113
+320
+18% +$60.4K 0.04% 136
2024
Q4 		$346K Buy
+1,793
New +$352K 0.04% 141

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

Root Financial Partners's PNC Position: Q1 2026 in Review

Root Financial Partners increased its PNC Financial Services (PNC) stake by 31% in Q1 2026, buying an estimated $88.6K and bringing the position to 1,721 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #218.

Root Financial Partners first reported a position in PNC in Q4 2024 and has held it in 5 quarters since. The position peaked at $371K in Q1 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Root Financial Partners held 1,721 shares of PNC Financial Services worth $358K as of Q1 2026.
  • Root Financial Partners bought 407 PNC Financial Services shares in Q1 2026, an estimated $88.6K.
  • PNC Financial Services made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #218 holding.
  • Root Financial Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's PNC Financial Services position peaked at $371K in Q1 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.