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Sound View Wealth Advisors Group’s PNC Financial Services PNC Stock Holding History

Sound View Wealth Advisors Group’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 		$710K Hold
3,410
– – 0.05% 235
2025
Q4 		$712K Hold
3,410
– – 0.05% 231
2025
Q3 		$685K Sell
3,410
-2
-0.1% -$396 0.05% 241
2025
Q2 		$636K Sell
3,412
-427
-11% -$72.3K 0.05% 241
2025
Q1 		$675K Sell
3,839
-3,937
-51% -$743K 0.06% 223
2024
Q4 		$1.5M Buy
7,776
+29
+0.4% +$5.7K 0.12% 141
2024
Q3 		$1.43M Buy
7,747
+90
+1% +$15.8K 0.12% 150
2024
Q2 		$1.19M Buy
7,657
+52
+0.7% +$8.06K 0.12% 149
2024
Q1 		$1.23M Sell
7,605
-198
-3% -$29.8K 0.13% 148
2023
Q4 		$1.21M Buy
7,803
+443
+6% +$57.4K 0.13% 143
2023
Q3 		$904K Sell
7,360
-131
-2% -$16.5K 0.11% 153
2023
Q2 		$943K Buy
7,491
+484
+7% +$59.1K 0.12% 155
2023
Q1 		$891K Sell
7,007
-796
-10% -$120K 0.12% 162
2022
Q4 		$1.21M Buy
7,803
+511
+7% +$80.4K 0.13% 143
2022
Q3 		$1.09M Buy
7,292
+45
+0.6% +$7.29K 0.24% 103
2022
Q2 		$1.14M Buy
7,247
+94
+1% +$15.8K 0.24% 103
2022
Q1 		$1.32M Sell
7,153
-7
-0.1% -$1.42K 0.25% 98
2021
Q4 		$1.44M Sell
7,160
-137
-2% -$27.9K 0.27% 92
2021
Q3 		$1.43M Buy
7,297
+123
+2% +$23.2K 0.3% 88
2021
Q2 		$1.37M Sell
7,174
-25
-0.3% -$4.69K 0.29% 90
2021
Q1 		$1.26M Buy
7,199
+69
+1% +$11.4K 0.29% 88
2020
Q4 		$1.06M Sell
7,130
-17
-0.2% -$2.17K 0.26% 93
2020
Q3 		$786K Sell
7,147
-231
-3% -$24.8K 0.21% 113
2020
Q2 		$776K Sell
7,378
-113
-2% -$11.9K 0.22% 107
2020
Q1 		$717K Buy
7,491
+1,319
+21% +$177K 0.25% 100
2019
Q4 		$985K Sell
6,172
-73
-1% -$11K 0.28% 93
2019
Q3 		$875K Sell
6,245
-980
-14% -$133K 0.26% 99
2019
Q2 		$992K Buy
+7,225
New +$955K 0.29% 93

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

Sound View Wealth Advisors Group's PNC Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its PNC Financial Services (PNC) position steady in Q1 2026 at 3,410 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #235.

Sound View Wealth Advisors Group first reported a position in PNC in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.5M in Q4 2024. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,410 shares of PNC Financial Services worth $710K as of Q1 2026.
  • Sound View Wealth Advisors Group left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #235 holding.
  • Sound View Wealth Advisors Group first reported a position in PNC Financial Services in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's PNC Financial Services position peaked at $1.5M in Q4 2024.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.