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Simplicity Wealth’s PNC Financial Services PNC Stock Holding History

Simplicity Wealth’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 		$1.15M Buy
5,504
+458
+9% +$99.7K 0.06% 270
2025
Q4 		$1.05M Buy
5,046
+148
+3% +$28.6K 0.06% 271
2025
Q3 		$984K Sell
4,898
-3,578
-42% -$708K 0.06% 296
2025
Q2 		$1.58M Buy
8,476
+5,765
+213% +$976K 0.07% 242
2025
Q1 		$477K Buy
2,711
+1,315
+94% +$248K 0.04% 353
2024
Q4 		$269K Buy
1,396
+93
+7% +$18.3K 0.06% 255
2024
Q3 		$241K Sell
1,303
-14,439
-92% -$2.53M 0.02% 431
2024
Q2 		$2.45M Buy
15,742
+1,946
+14% +$302K 0.06% 321
2024
Q1 		$2.23M Buy
+13,796
New +$2.08M 0.05% 330

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

Simplicity Wealth's PNC Position: Q1 2026 in Review

Simplicity Wealth increased its PNC Financial Services (PNC) stake by 9.1% in Q1 2026, buying an estimated $99.7K and bringing the position to 5,504 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #270.

Simplicity Wealth first reported a position in PNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q2 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Simplicity Wealth held 5,504 shares of PNC Financial Services worth $1.15M as of Q1 2026.
  • Simplicity Wealth bought 458 PNC Financial Services shares in Q1 2026, an estimated $99.7K.
  • PNC Financial Services made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #270 holding.
  • Simplicity Wealth first reported a position in PNC Financial Services in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's PNC Financial Services position peaked at $2.45M in Q2 2024.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.