SimplyRich’s PNC Financial Services PNC Stock Holding History

SimplyRich’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	$1.72M	Hold	8,255	–	–	0.44%	55
2025 Q4	$1.72M	Hold	8,255	–	–	0.45%	54
2025 Q3	$1.66M	Hold	8,255	–	–	0.45%	55
2025 Q2	$1.54M	Hold	8,255	–	–	0.43%	57
2025 Q1	$1.45M	Hold	8,255	–	–	0.42%	59
2024 Q4	$1.59M	Hold	8,255	–	–	0.45%	56
2024 Q3	$1.52M	Hold	8,255	–	–	0.43%	58
2024 Q2	$1.28M	Hold	8,255	–	–	0.41%	60
2024 Q1	$1.33M	Hold	8,255	–	–	0.43%	57
2023 Q4	$1.28M	Hold	8,255	–	–	0.44%	54
2023 Q3	$1.01M	Hold	8,255	–	–	0.49%	60
2023 Q2	$1.04M	Hold	8,255	–	–	0.37%	71
2023 Q1	$1.05M	Hold	8,255	–	–	0.39%	66
2022 Q4	$1.3M	Hold	8,255	–	–	0.52%	46
2022 Q3	$1.23M	Hold	8,255	–	–	0.56%	46
2022 Q2	$1.3M	Hold	8,255	–	–	0.54%	47
2022 Q1	$1.52M	Hold	8,255	–	–	0.53%	47
2021 Q4	$1.66M	Hold	8,255	–	–	0.55%	44
2021 Q3	$1.61M	Hold	8,255	–	–	0.59%	42
2021 Q2	$1.57M	Hold	8,255	–	–	0.72%	41
2021 Q1	$1.45M	Hold	8,255	–	–	0.58%	49
2020 Q4	$1.23M	Hold	8,255	–	–	0.55%	46
2020 Q3	$907K	Hold	8,255	–	–	0.45%	55
2020 Q2	$849K	Hold	8,255	–	–	0.47%	54
2020 Q1	$834K	Sell	8,255 -209	-2%	-$28.1K	0.56%	48
2019 Q4	$1.35M	Hold	8,464	–	–	0.68%	40
2019 Q3	$1.19M	Hold	8,464	–	–	0.65%	41
2019 Q2	$1.16M	Buy	+8,464	New	+$1.12M	0.64%	41
2018 Q4	–	Sell	-8,464	Closed	-$1.15M	–	128
2018 Q3	$1.15M	Hold	8,464	–	–	0.63%	46
2018 Q2	$1.14M	Hold	8,464	–	–	0.66%	42
2018 Q1	$1.28M	Hold	8,464	–	–	0.71%	41
2017 Q4	$1.22M	Buy	+8,464	New	+$1.17M	0.68%	45

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SimplyRich's PNC Position: Q1 2026 in Review

SimplyRich held its PNC Financial Services (PNC) position steady in Q1 2026 at 8,255 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #55.

SimplyRich first reported a position in PNC in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.72M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

SimplyRich held 8,255 shares of PNC Financial Services worth $1.72M as of Q1 2026.
SimplyRich left its PNC Financial Services share count unchanged in Q1 2026.
PNC Financial Services made up 0.44% of SimplyRich's portfolio in Q1 2026, its #55 holding.
SimplyRich first reported a position in PNC Financial Services in Q4 2017 and has held it in 32 quarters since.
SimplyRich's PNC Financial Services position peaked at $1.72M in Q4 2025.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.