SFS
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Sowell Financial Services’s PNC Financial Services PNC Stock Holding History

Sowell Financial Services’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 		$1.12M Buy
4,538
+400
+10% +$89.6K 0.04% 436
2026
Q1 		$861K Buy
4,138
+233
+6% +$50.7K 0.03% 473
2025
Q4 		$815K Buy
3,905
+587
+18% +$113K 0.03% 492
2025
Q3 		$667K Buy
3,318
+145
+5% +$28.7K 0.03% 549
2025
Q2 		$592K Sell
3,173
-139
-4% -$23.5K 0.02% 564
2025
Q1 		$582K Buy
+3,312
New +$625K 0.03% 548
2021
Q2 		– Sell
-7,590
Closed -$1.5M – 2124
2021
Q1 		$1.5M Buy
7,590
+2,241
+42% +$370K 0.05% 303
2020
Q4 		$797K Buy
5,349
+754
+16% +$96.3K 0.03% 380
2020
Q3 		$505K Sell
4,595
-536
-10% -$57.6K 0.03% 464
2020
Q2 		$540K Sell
5,131
-558
-10% -$58.8K 0.03% 433
2020
Q1 		$545K Sell
5,689
-512
-8% -$68.8K 0.04% 377
2019
Q4 		$990K Sell
6,201
-318
-5% -$47.7K 0.08% 266
2019
Q3 		$914K Buy
+6,519
New +$884K 0.08% 264
2019
Q1 		$484K Sell
3,946
-133
-3% -$16.5K 0.05% 336
2018
Q4 		$477K Buy
4,079
+339
+9% +$43.3K 0.07% 282
2018
Q3 		$509K Sell
3,740
-80
-2% -$11.4K 0.07% 194
2018
Q2 		$542K Buy
3,820
+589
+18% +$85.9K 0.12% 164
2018
Q1 		$464K Buy
3,231
+1,757
+119% +$273K 0.12% 162
2017
Q4 		$227K Buy
+1,474
New +$204K 0.06% 229
2017
Q1 		– Sell
-248
Closed -$32K – 502
2016
Q4 		$32K Buy
+248
New +$25.8K 0.01% 382

Other funds holding PNC

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sowell Financial Services's PNC Position: Q2 2026 in Review

Sowell Financial Services increased its PNC Financial Services (PNC) stake by 9.7% in Q2 2026, buying an estimated $89.6K and bringing the position to 4,538 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #436.

Sowell Financial Services first reported a position in PNC in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.5M in Q1 2021. 747 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Sowell Financial Services held 4,538 shares of PNC Financial Services worth $1.12M as of Q2 2026.
  • Sowell Financial Services bought 400 PNC Financial Services shares in Q2 2026, an estimated $89.6K.
  • PNC Financial Services made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #436 holding.
  • Sowell Financial Services first reported a position in PNC Financial Services in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's PNC Financial Services position peaked at $1.5M in Q1 2021.
  • 747 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.