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Sarver Vrooman Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Sarver Vrooman 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
Q3 		$41.1K Hold
185
– – 0.02% 82
2026
Q2 		$46.3K Sell
185
-6
-3% -$1.34K 0.03% 71
2026
Q1 		$39.7K Sell
191
-44
-19% -$9.58K 0.02% 88
2025
Q4 		$49.1K Sell
235
-142
-38% -$27.4K 0.03% 64
2025
Q3 		$75.8K Hold
377
– – 0.05% 43
2025
Q2 		$70.3K Sell
377
-85
-18% -$14.4K 0.05% 43
2025
Q1 		$81.2K Buy
+462
New +$87.2K 0.05% 41

Other funds holding PNC

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's PNC Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its PNC Financial Services (PNC) position steady in Q3 2026 at 185 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #82.

Sarver Vrooman Wealth Advisors first reported a position in PNC in Q1 2025 and has held it in 7 quarters since. The position peaked at $81.2K in Q1 2025. 92 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 185 shares of PNC Financial Services worth $41.1K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its PNC Financial Services share count unchanged in Q3 2026.
  • PNC Financial Services made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #82 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in PNC Financial Services in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's PNC Financial Services position peaked at $81.2K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.