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Sage Mountain Advisors’s PNC Financial Services PNC Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,097
Closed -$438K – 501
2025
Q4 		$438K Sell
2,097
-525
-20% -$101K 0.02% 299
2025
Q3 		$527K Buy
2,622
+594
+29% +$117K 0.03% 264
2025
Q2 		$378K Buy
2,028
+292
+17% +$49.4K 0.02% 286
2025
Q1 		$305K Sell
1,736
-661
-28% -$125K 0.02% 305
2024
Q4 		$462K Sell
2,397
-150
-6% -$29.5K 0.03% 223
2024
Q3 		$471K Buy
2,547
+467
+22% +$81.9K 0.04% 211
2024
Q2 		$323K Sell
2,080
-239
-10% -$37K 0.03% 236
2024
Q1 		$375K Sell
2,319
-253
-10% -$38.1K 0.04% 206
2023
Q4 		$398K Buy
2,572
+332
+15% +$43K 0.05% 157
2023
Q3 		$275K Sell
2,240
-136
-6% -$17.1K 0.04% 195
2023
Q2 		$299K Sell
2,376
-34
-1% -$4.16K 0.04% 178
2023
Q1 		$306K Buy
+2,410
New +$363K 0.05% 165
2022
Q2 		– Sell
-1,230
Closed -$227K – 635
2022
Q1 		$227K Sell
1,230
-488
-28% -$98.7K 0.04% 435
2021
Q4 		$345K Buy
1,718
+16
+0.9% +$3.26K 0.04% 410
2021
Q3 		$333K Buy
1,702
+525
+45% +$99.2K 0.05% 336
2021
Q2 		$225K Buy
+1,177
New +$221K 0.04% 369

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

Sage Mountain Advisors's PNC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 2,097 shares — an estimated $438K sold.

Sage Mountain Advisors first reported a position in PNC in Q2 2021 and held it in 16 quarters. The position peaked at $527K in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,097 PNC Financial Services shares in Q1 2026, an estimated $438K.
  • Sage Mountain Advisors first reported a position in PNC Financial Services in Q2 2021 and held it in 16 quarters.
  • Sage Mountain Advisors's PNC Financial Services position peaked at $527K in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.