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Schneider Downs Wealth Management Advisors’s PNC Financial Services PNC Stock Holding History

Schneider Downs Wealth Management 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
Q1 		$2.46M Sell
11,817
-2
-0% -$435 0.27% 42
2025
Q4 		$2.47M Sell
11,819
-46
-0.4% -$8.88K 0.28% 44
2025
Q3 		$2.38M Hold
11,865
– – 0.28% 40
2025
Q2 		$2.21M Buy
11,865
+786
+7% +$133K 0.33% 40
2025
Q1 		$1.95M Sell
11,079
-13
-0.1% -$2.45K 0.35% 36
2024
Q4 		$2.14M Buy
11,092
+6,767
+156% +$1.33M 0.4% 34
2024
Q3 		$799K Buy
4,325
+315
+8% +$55.2K 0.16% 61
2024
Q2 		$623K Sell
4,010
-634
-14% -$98.3K 0.14% 63
2024
Q1 		$751K Buy
4,644
+371
+9% +$55.9K 0.17% 57
2023
Q4 		$662K Buy
4,273
+1,435
+51% +$186K 0.17% 54
2023
Q3 		$348K Sell
2,838
-21
-0.7% -$2.64K 0.08% 75
2023
Q2 		$360K Sell
2,859
-150
-5% -$18.3K 0.08% 80
2023
Q1 		$382K Buy
3,009
+519
+21% +$78.3K 0.08% 75
2022
Q4 		$393K Sell
2,490
-787
-24% -$124K 0.09% 73
2022
Q3 		$490K Buy
3,277
+175
+6% +$28.4K 0.14% 63
2022
Q2 		$489K Buy
3,102
+80
+3% +$13.4K 0.14% 74
2022
Q1 		$557K Buy
3,022
+242
+9% +$48.9K 0.14% 71
2021
Q4 		$557K Hold
2,780
– – 0.13% 75
2021
Q3 		$544K Buy
2,780
+242
+10% +$45.7K 0.14% 76
2021
Q2 		$484K Sell
2,538
-49
-2% -$9.2K 0.13% 74
2021
Q1 		$454K Sell
2,587
-212
-8% -$35K 0.11% 73
2020
Q4 		$417K Buy
2,799
+660
+31% +$84.3K 0.12% 51
2020
Q3 		$235K Buy
2,139
+7
+0.3% +$753 0.08% 93
2020
Q2 		$224K Hold
2,132
– – 0.08% 85
2020
Q1 		$204K Buy
2,132
+45
+2% +$6.04K 0.07% 87
2019
Q4 		$333K Hold
2,087
– – 0.1% 44
2019
Q3 		$293K Sell
2,087
-400
-16% -$54.3K 0.09% 50
2019
Q2 		$341K Buy
2,487
+205
+9% +$27.1K 0.12% 46
2019
Q1 		$280K Hold
2,282
– – 0.11% 55
2018
Q4 		$267K Hold
2,282
– – 0.12% 48
2018
Q3 		$311K Sell
2,282
-139
-6% -$19.8K 0.2% 40
2018
Q2 		$327K Buy
2,421
+154
+7% +$22.5K 0.22% 38
2018
Q1 		$343K Buy
+2,267
New +$352K 0.19% 34

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PNC Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its PNC Financial Services (PNC) stake by 0.02% in Q1 2026, selling an estimated $435 and leaving 11,817 shares worth $2.46M. The position accounts for 0.27% of the portfolio, ranked #42.

Schneider Downs Wealth Management Advisors first reported a position in PNC in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.47M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 11,817 shares of PNC Financial Services worth $2.46M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 2 PNC Financial Services shares in Q1 2026, an estimated $435.
  • PNC Financial Services made up 0.27% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #42 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in PNC Financial Services in Q1 2018 and has held it in 33 quarters since.
  • Schneider Downs Wealth Management Advisors's PNC Financial Services position peaked at $2.47M in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.