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Shepherd Financial Partners’s PNC Financial Services PNC Stock Holding History

Shepherd Financial Partners’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 		$496K Buy
2,383
+10
+0.4% +$2.18K 0.05% 158
2025
Q4 		$495K Sell
2,373
-214
-8% -$41.3K 0.05% 160
2025
Q3 		$520K Buy
2,587
+19
+0.7% +$3.76K 0.05% 155
2025
Q2 		$479K Buy
2,568
+132
+5% +$22.3K 0.05% 160
2025
Q1 		$428K Buy
2,436
+115
+5% +$21.7K 0.05% 166
2024
Q4 		$448K Buy
2,321
+89
+4% +$17.5K 0.05% 149
2024
Q3 		$413K Buy
2,232
+177
+9% +$31K 0.05% 157
2024
Q2 		$320K Buy
2,055
+11
+0.5% +$1.71K 0.04% 176
2024
Q1 		$330K Sell
2,044
-39
-2% -$5.88K 0.04% 176
2023
Q4 		$322K Sell
2,083
-85
-4% -$11K 0.05% 173
2023
Q3 		$266K Buy
+2,168
New +$273K 0.04% 170
2023
Q2 		– Sell
-4,314
Closed -$548K – 190
2023
Q1 		$548K Sell
4,314
-6
-0.1% -$905 0.09% 121
2022
Q4 		$682K Buy
4,320
+278
+7% +$43.8K 0.12% 99
2022
Q3 		$604K Sell
4,042
-1,977
-33% -$320K 0.12% 103
2022
Q2 		$950K Buy
+6,019
New +$1.01M 0.19% 79
2020
Q2 		– Sell
-3,033
Closed -$290K – 129
2020
Q1 		$290K Sell
3,033
-17,403
-85% -$2.34M 0.1% 100
2019
Q4 		$3.26M Buy
20,436
+10
+0% +$1.5K 0.76% 24
2019
Q3 		$2.86M Buy
20,426
+118
+0.6% +$16K 0.72% 27
2019
Q2 		$2.79M Sell
20,308
-424
-2% -$56K 0.52% 26
2019
Q1 		$2.54M Buy
20,732
+255
+1% +$31.6K 0.49% 29
2018
Q4 		$2.4M Sell
20,477
-3,777
-16% -$482K 0.52% 29
2018
Q3 		$3.28M Hold
24,254
– – 0.74% 19
2018
Q2 		$3.3M Buy
24,254
+1,346
+6% +$196K 0.74% 19
2018
Q1 		$3.47M Sell
22,908
-1,099
-5% -$171K 0.85% 19
2017
Q4 		$3.46M Sell
24,007
-1,923
-7% -$266K 0.81% 21
2017
Q3 		$3.52M Buy
25,930
+568
+2% +$72.9K 0.82% 20
2017
Q2 		$3.23M Sell
25,362
-1,123
-4% -$135K 0.79% 23
2017
Q1 		$3.13M Buy
26,485
+1,530
+6% +$187K 0.81% 24
2016
Q4 		$2.94M Buy
+24,955
New +$2.59M 0.84% 24

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

Shepherd Financial Partners's PNC Position: Q1 2026 in Review

Shepherd Financial Partners increased its PNC Financial Services (PNC) stake by 0.42% in Q1 2026, buying an estimated $2.18K and bringing the position to 2,383 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #158.

Shepherd Financial Partners first reported a position in PNC in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.52M in Q3 2017. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Shepherd Financial Partners held 2,383 shares of PNC Financial Services worth $496K as of Q1 2026.
  • Shepherd Financial Partners bought 10 PNC Financial Services shares in Q1 2026, an estimated $2.18K.
  • PNC Financial Services made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #158 holding.
  • Shepherd Financial Partners first reported a position in PNC Financial Services in Q4 2016 and has held it in 29 quarters since.
  • Shepherd Financial Partners's PNC Financial Services position peaked at $3.52M in Q3 2017.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.