Sagespring Wealth Partners’s PNC Financial Services PNC Stock Holding History

Sagespring Wealth 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	$1.66M	Buy	7,959 +192	+2%	+$41.8K	0.03%	220
2025 Q4	$1.62M	Buy	7,767 +409	+6%	+$78.9K	0.03%	222
2025 Q3	$1.48M	Buy	7,358 +461	+7%	+$91.2K	0.03%	233
2025 Q2	$1.29M	Buy	6,897 +1,342	+24%	+$227K	0.03%	236
2025 Q1	$976K	Buy	5,555 +650	+13%	+$123K	0.02%	246
2024 Q4	$946K	Buy	+4,905	New	+$964K	0.03%	228

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sagespring Wealth Partners's PNC Position: Q1 2026 in Review

Sagespring Wealth Partners increased its PNC Financial Services (PNC) stake by 2.5% in Q1 2026, buying an estimated $41.8K and bringing the position to 7,959 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #220.

Sagespring Wealth Partners first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Sagespring Wealth Partners held 7,959 shares of PNC Financial Services worth $1.66M as of Q1 2026.
Sagespring Wealth Partners bought 192 PNC Financial Services shares in Q1 2026, an estimated $41.8K.
PNC Financial Services made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #220 holding.
Sagespring Wealth Partners first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.