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 Q3	$365K	Sell	1,644 -58	-3%	-$14.2K	0.01%	277
2026 Q2	$419K	Sell	1,702 -19	-1%	-$4.26K	0.02%	225
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Root Financial Partners's PNC Position: Q3 2026 in Review

Root Financial Partners reduced its PNC Financial Services (PNC) stake by 3.4% in Q3 2026, selling an estimated $14.2K and leaving 1,644 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #277.

Root Financial Partners first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q2 2026. 808 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

Root Financial Partners held 1,644 shares of PNC Financial Services worth $365K as of Q3 2026.
Root Financial Partners sold 58 PNC Financial Services shares in Q3 2026, an estimated $14.2K.
PNC Financial Services made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #277 holding.
Root Financial Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's PNC Financial Services position peaked at $419K in Q2 2026.
808 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.