SageView Advisory Group’s PNC Financial Services PNC Stock Holding History

SageView Advisory Group’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	$246K	Buy	1,001 +4	+0.4%	+$896	0.01%	554
2026 Q1	$207K	Buy	997 +4	+0.4%	+$871	0.01%	566
2025 Q4	$207K	Sell	993 -531	-35%	-$102K	0.01%	590
2025 Q3	$306K	Buy	1,524 +1	+0.1%	+$198	0.01%	509
2025 Q2	$295K	Sell	1,523 -105	-6%	-$17.8K	0.01%	495
2025 Q1	$286K	Sell	1,628 -86	-5%	-$16.2K	0.01%	481
2024 Q4	$331K	Buy	1,714 +125	+8%	+$24.6K	0.01%	432
2024 Q3	$294K	Sell	1,589 -3,527	-69%	-$619K	0.01%	404
2024 Q2	$795K	Buy	+5,116	New	+$793K	0.04%	256
2024 Q1	–	Sell	-9,030	Closed	-$1.39M	–	729
2023 Q4	$1.39M	Buy	9,030 +5,023	+125%	+$650K	0.06%	203
2023 Q3	$492K	Sell	4,007 -348	-8%	-$43.8K	0.03%	332
2023 Q2	$549K	Buy	4,355 +712	+20%	+$87K	0.03%	333
2023 Q1	$463K	Buy	+3,643	New	+$549K	0.03%	324

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

SageView Advisory Group's PNC Position: Q2 2026 in Review

SageView Advisory Group increased its PNC Financial Services (PNC) stake by 0.4% in Q2 2026, buying an estimated $896 and bringing the position to 1,001 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #554.

SageView Advisory Group first reported a position in PNC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2023. 2,028 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

SageView Advisory Group held 1,001 shares of PNC Financial Services worth $246K as of Q2 2026.
SageView Advisory Group bought 4 PNC Financial Services shares in Q2 2026, an estimated $896.
PNC Financial Services made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #554 holding.
SageView Advisory Group first reported a position in PNC Financial Services in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's PNC Financial Services position peaked at $1.39M in Q4 2023.
2,028 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.