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SHP Wealth Management’s PNC Financial Services PNC Stock Holding History

SHP Wealth Management’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 		$93.9K Buy
452
+38
+9% +$8.27K 0.01% 395
2025
Q4 		$86.2K Buy
+414
New +$79.9K 0.01% 376

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's PNC Position: Q1 2026 in Review

SHP Wealth Management increased its PNC Financial Services (PNC) stake by 9.2% in Q1 2026, buying an estimated $8.27K and bringing the position to 452 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #395.

SHP Wealth Management first reported a position in PNC in Q4 2025 and has held it in 2 quarters since. 1,921 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • SHP Wealth Management held 452 shares of PNC Financial Services worth $93.9K as of Q1 2026.
  • SHP Wealth Management bought 38 PNC Financial Services shares in Q1 2026, an estimated $8.27K.
  • PNC Financial Services made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #395 holding.
  • SHP Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 1,921 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.