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Strategic Planning Inc’s PNC Financial Services PNC Stock Holding History

Strategic Planning Inc’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 		– Sell
-34,491
Closed -$7.2M – 61
2025
Q4 		$7.2M Sell
34,491
-329
-0.9% -$63.5K 3.88% 7
2025
Q3 		$7M Sell
34,820
-209
-0.6% -$41.3K 4.05% 8
2025
Q2 		$6.53M Sell
35,029
-529
-1% -$89.5K 3.91% 7
2025
Q1 		$6.25M Buy
+35,558
New +$6.71M 3.53% 9

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

Strategic Planning Inc's PNC Position: Q1 2026 in Review

Strategic Planning Inc sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 34,491 shares — an estimated $7.2M sold.

Strategic Planning Inc first reported a position in PNC in Q1 2025 and held it in 4 quarters. The position peaked at $7.2M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Strategic Planning Inc reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Inc sold 34,491 PNC Financial Services shares in Q1 2026, an estimated $7.2M.
  • Strategic Planning Inc first reported a position in PNC Financial Services in Q1 2025 and held it in 4 quarters.
  • Strategic Planning Inc's PNC Financial Services position peaked at $7.2M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.