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Sax Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Sax 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 		$771K Buy
3,703
+488
+15% +$109K 0.03% 264
2026
Q1 		$671K Hold
3,215
– – 0.03% 242
2025
Q4 		$671K Buy
3,215
+285
+10% +$55K 0.03% 251
2025
Q3 		$589K Buy
2,930
+210
+8% +$41.5K 0.03% 251
2025
Q2 		$507K Buy
2,720
+564
+26% +$95.4K 0.03% 256
2025
Q1 		$379K Buy
2,156
+568
+36% +$107K 0.03% 257
2024
Q4 		$306K Buy
+1,588
New +$312K 0.02% 259

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Sax Wealth Advisors's PNC Position: Q2 2026 in Review

Sax Wealth Advisors increased its PNC Financial Services (PNC) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 3,703 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #264.

Sax Wealth Advisors first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Sax Wealth Advisors held 3,703 shares of PNC Financial Services worth $771K as of Q2 2026.
  • Sax Wealth Advisors bought 488 PNC Financial Services shares in Q2 2026, an estimated $109K.
  • PNC Financial Services made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Sax Wealth Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
  • 725 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.