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Strategic Wealth Partners’s PNC Financial Services PNC Stock Holding History

Strategic Wealth Partners’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 		$12.1M Sell
58,108
-3,751
-6% -$817K 0.84% 37
2025
Q4 		$12.9M Sell
61,859
-4,457
-7% -$860K 0.88% 33
2025
Q3 		$13.3M Buy
66,316
+18,671
+39% +$3.69M 0.99% 24
2025
Q2 		$8.88M Buy
+47,645
New +$8.06M 0.7% 46
2024
Q4 		$12.7M Buy
65,099
+15,964
+32% +$3.14M 1.05% 24
2024
Q3 		$9.08M Sell
49,135
-1,467
-3% -$257K 0.87% 28
2024
Q2 		$7.87M Buy
50,602
+2,313
+5% +$359K 0.82% 32
2024
Q1 		$7.8M Sell
48,289
-4,237
-8% -$639K 0.86% 29
2023
Q4 		$8.13M Buy
52,526
+18,306
+53% +$2.37M 1% 19
2023
Q3 		$4.2M Buy
34,220
+957
+3% +$120K 0.55% 44
2023
Q2 		$4.19M Buy
33,263
+2,962
+10% +$362K 0.54% 47
2023
Q1 		$3.85M Buy
30,301
+11,222
+59% +$1.69M 0.59% 40
2022
Q4 		$3.01M Buy
19,079
+1,231
+7% +$194K 0.56% 50
2022
Q3 		$2.67M Buy
17,848
+4,213
+31% +$683K 0.57% 52
2022
Q2 		$2.15M Buy
13,635
+378
+3% +$63.4K 0.46% 77
2022
Q1 		$2.44M Buy
13,257
+4,483
+51% +$906K 0.48% 72
2021
Q4 		$1.76M Buy
8,774
+465
+6% +$94.6K 0.33% 100
2021
Q3 		$1.63M Buy
8,309
+180
+2% +$34K 0.48% 55
2021
Q2 		$1.55M Sell
8,129
-446
-5% -$83.7K 0.51% 47
2021
Q1 		$1.5M Sell
8,575
-477
-5% -$78.7K 0.6% 43
2020
Q4 		$1.35M Sell
9,052
-416
-4% -$53.1K 0.57% 49
2020
Q3 		$1.04M Buy
+9,468
New +$1.02M 0.53% 59
2019
Q4 		– Sell
-5
Closed – – 401
2019
Q3 		$0 Hold
5
– – ﹤0.01% 759
2019
Q2 		$0 Hold
5
– – ﹤0.01% 802
2019
Q1 		$1K Sell
5
-76
-94% -$9.41K ﹤0.01% 749
2018
Q4 		$10K Hold
81
– – 0.01% 477
2018
Q3 		$11K Sell
81
-26
-24% -$3.7K 0.01% 435
2018
Q2 		$14K Buy
107
+79
+282% +$11.5K 0.01% 484
2018
Q1 		$4K Sell
28
-498
-95% -$77.3K ﹤0.01% 676
2017
Q4 		$70K Buy
+526
New +$72.7K 0.04% 201

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 Wealth Partners's PNC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its PNC Financial Services (PNC) stake by 6.1% in Q1 2026, selling an estimated $817K and leaving 58,108 shares worth $12.1M. The position accounts for 0.84% of the portfolio, ranked #37.

Strategic Wealth Partners first reported a position in PNC in Q4 2017 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Strategic Wealth Partners held 58,108 shares of PNC Financial Services worth $12.1M as of Q1 2026.
  • Strategic Wealth Partners sold 3,751 PNC Financial Services shares in Q1 2026, an estimated $817K.
  • PNC Financial Services made up 0.84% of Strategic Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Strategic Wealth Partners first reported a position in PNC Financial Services in Q4 2017 and has held it in 30 quarters since.
  • Strategic Wealth Partners's PNC Financial Services position peaked at $13.3M in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.