SVWA
PNC icon

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
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

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

Sarver Vrooman Wealth Advisors's PNC Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its PNC Financial Services (PNC) stake by 3.1% in Q2 2026, selling an estimated $1.34K and leaving 185 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #71.

Sarver Vrooman Wealth Advisors first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.2K in Q1 2025. 634 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 185 shares of PNC Financial Services worth $46.3K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 6 PNC Financial Services shares in Q2 2026, an estimated $1.34K.
  • PNC Financial Services made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's PNC Financial Services position peaked at $81.2K in Q1 2025.
  • 634 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.