SOA Wealth Advisors’s PNC Financial Services PNC Stock Holding History

SOA Wealth Advisors’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	$114K	Hold	462	–	–	0.02%	270
2026 Q1	$96.2K	Buy	462 +93	+25%	+$20.2K	0.02%	275
2025 Q4	$77K	Hold	369	–	–	0.01%	305
2025 Q3	$74.1K	Buy	369 +69	+23%	+$13.6K	0.01%	321
2025 Q2	$55.9K	Hold	300	–	–	0.01%	353
2025 Q1	$52.7K	Hold	300	–	–	0.01%	334
2024 Q4	$57.9K	Hold	300	–	–	0.01%	313
2024 Q3	$55.5K	Hold	300	–	–	0.01%	309
2024 Q2	$46.6K	Hold	300	–	–	0.01%	316
2024 Q1	$48.5K	Hold	300	–	–	0.01%	306
2023 Q4	$46.5K	Hold	300	–	–	0.01%	303
2023 Q3	$36.8K	Hold	300	–	–	0.01%	325
2023 Q2	$37.8K	Hold	300	–	–	0.01%	328
2023 Q1	$38.1K	Hold	300	–	–	0.01%	319
2022 Q4	$47.4K	Hold	300	–	–	0.01%	286
2022 Q3	$44K	Hold	300	–	–	0.01%	283
2022 Q2	$47K	Sell	300 -7	-2%	-$1.17K	0.01%	274
2022 Q1	$56K	Hold	307	–	–	0.01%	294
2021 Q4	$61K	Hold	307	–	–	0.01%	274
2021 Q3	$60K	Hold	307	–	–	0.02%	283
2021 Q2	$58K	Sell	307 -2	-0.6%	-$375	0.01%	293
2021 Q1	$54K	Hold	309	–	–	0.02%	263
2020 Q4	$49K	Buy	+309	New	+$39.5K	0.01%	268

Other funds holding PNC

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

SOA Wealth Advisors's PNC Position: Q2 2026 in Review

SOA Wealth Advisors held its PNC Financial Services (PNC) position steady in Q2 2026 at 462 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #270.

SOA Wealth Advisors first reported a position in PNC in Q4 2020 and has held it in 23 quarters since. 655 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

SOA Wealth Advisors held 462 shares of PNC Financial Services worth $114K as of Q2 2026.
SOA Wealth Advisors left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #270 holding.
SOA Wealth Advisors first reported a position in PNC Financial Services in Q4 2020 and has held it in 23 quarters since.
655 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.