Smallwood Wealth Investment Management’s PNC Financial Services PNC Stock Holding History

Smallwood Wealth Investment 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 Q2	$146K	Hold	591	–	–	0.06%	113
2026 Q1	$123K	Hold	591	–	–	0.06%	111
2025 Q4	$123K	Hold	591	–	–	0.06%	106
2025 Q3	$119K	Sell	591 -5	-0.8%	-$989	0.06%	115
2025 Q2	$111K	Buy	596 +5	+0.8%	+$846	0.06%	111
2025 Q1	$104K	Buy	+591	New	+$112K	0.07%	109

Other funds holding PNC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Smallwood Wealth Investment Management's PNC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 591 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #113.

Smallwood Wealth Investment Management first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. 1,094 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Smallwood Wealth Investment Management held 591 shares of PNC Financial Services worth $146K as of Q2 2026.
Smallwood Wealth Investment Management left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #113 holding.
Smallwood Wealth Investment Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
1,094 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.