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

SFMG 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 		$209K Buy
+851
New +$191K 0.01% 305
2022
Q2 		– Sell
-1,282
Closed -$237K – 303
2022
Q1 		$237K Hold
1,282
– – 0.02% 236
2021
Q4 		$257K Hold
1,282
– – 0.03% 226
2021
Q3 		$251K Hold
1,282
– – 0.03% 214
2021
Q2 		$245K Buy
1,282
+83
+7% +$15.6K 0.03% 221
2021
Q1 		$210K Buy
+1,199
New +$198K 0.02% 219

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

SFMG Wealth Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 851 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in PNC as recently as Q1 2022.

SFMG Wealth Advisors first reported a position in PNC in Q1 2021 and has held it in 6 quarters since. The position peaked at $257K in Q4 2021. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • SFMG Wealth Advisors held 851 shares of PNC Financial Services worth $209K as of Q2 2026.
  • PNC Financial Services was a new SFMG Wealth Advisors position in Q2 2026.
  • PNC Financial Services made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • SFMG Wealth Advisors first reported a position in PNC Financial Services in Q1 2021 and has held it in 6 quarters since.
  • SFMG Wealth Advisors's PNC Financial Services position peaked at $257K in Q4 2021.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.