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 Q2	$419K	Sell	1,702 -19	-1%	-$4.25K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Root Financial Partners's PNC Position: Q2 2026 in Review

Root Financial Partners reduced its PNC Financial Services (PNC) stake by 1.1% in Q2 2026, selling an estimated $4.25K and leaving 1,702 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #225.

Root Financial Partners first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 2,035 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Root Financial Partners held 1,702 shares of PNC Financial Services worth $419K as of Q2 2026.
Root Financial Partners sold 19 PNC Financial Services shares in Q2 2026, an estimated $4.25K.
PNC Financial Services made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #225 holding.
Root Financial Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
2,035 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.