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Summit Financial’s PNC Financial Services PNC Stock Holding History

Summit Financial’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 		$2.25M Buy
10,795
+4,418
+69% +$962K 0.03% 543
2025
Q4 		$1.33M Buy
6,377
+413
+7% +$79.7K 0.02% 586
2025
Q3 		$1.2M Buy
5,964
+2,862
+92% +$566K 0.02% 592
2025
Q2 		$578K Buy
3,102
+142
+5% +$24K 0.01% 544
2025
Q1 		$520K Sell
2,960
-683
-19% -$129K 0.01% 501
2024
Q4 		$703K Buy
3,643
+131
+4% +$25.8K 0.02% 382
2024
Q3 		$649K Buy
3,512
+907
+35% +$159K 0.03% 328
2024
Q2 		$405K Buy
+2,605
New +$404K 0.02% 362
2023
Q2 		– Sell
-1,594
Closed -$203K – 333
2023
Q1 		$203K Buy
1,594
+195
+14% +$29.4K 0.02% 249
2022
Q4 		$221K Sell
1,399
-213
-13% -$33.5K 0.02% 229
2022
Q3 		$241K Buy
+1,612
New +$261K 0.02% 222
2022
Q2 		– Sell
-1,221
Closed -$225K – 250
2022
Q1 		$225K Buy
+1,221
New +$247K 0.02% 238

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

Summit Financial's PNC Position: Q1 2026 in Review

Summit Financial increased its PNC Financial Services (PNC) stake by 69% in Q1 2026, buying an estimated $962K and bringing the position to 10,795 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #543.

Summit Financial first reported a position in PNC in Q1 2022 and has held it in 12 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Summit Financial held 10,795 shares of PNC Financial Services worth $2.25M as of Q1 2026.
  • Summit Financial bought 4,418 PNC Financial Services shares in Q1 2026, an estimated $962K.
  • PNC Financial Services made up 0.03% of Summit Financial's portfolio in Q1 2026, its #543 holding.
  • Summit Financial first reported a position in PNC Financial Services in Q1 2022 and has held it in 12 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.