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San Luis Wealth Advisors’s PNC Financial Services PNC Stock Holding History

San Luis Wealth 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
Q2 		$1.12M Sell
4,555
-550
-11% -$123K 0.17% 89
2026
Q1 		$1.06M Sell
5,105
-255
-5% -$55.5K 0.18% 84
2025
Q4 		$1.12M Buy
5,360
+1,260
+31% +$243K 0.19% 73
2025
Q3 		$824K Buy
4,100
+222
+6% +$43.9K 0.15% 88
2025
Q2 		$723K Buy
+3,878
New +$656K 0.16% 73
2023
Q3 		– Sell
-5,781
Closed -$728K – 135
2023
Q2 		$728K Buy
+5,781
New +$707K 0.26% 96

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

San Luis Wealth Advisors's PNC Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its PNC Financial Services (PNC) stake by 11% in Q2 2026, selling an estimated $123K and leaving 4,555 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #89.

San Luis Wealth Advisors first reported a position in PNC in Q2 2023 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • San Luis Wealth Advisors held 4,555 shares of PNC Financial Services worth $1.12M as of Q2 2026.
  • San Luis Wealth Advisors sold 550 PNC Financial Services shares in Q2 2026, an estimated $123K.
  • PNC Financial Services made up 0.17% of San Luis Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • San Luis Wealth Advisors first reported a position in PNC Financial Services in Q2 2023 and has held it in 6 quarters since.
  • 694 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.