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Summit Trail Advisors’s PNC Financial Services PNC Stock Holding History

Summit Trail Advisors’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 		$3.69M Buy
17,756
+8,548
+93% +$1.86M 0.05% 231
2025
Q4 		$1.92M Sell
9,208
-794
-8% -$153K 0.03% 433
2025
Q3 		$2.01M Buy
10,002
+2,695
+37% +$533K 0.03% 439
2025
Q2 		$1.36M Buy
+7,307
New +$1.24M 0.02% 369
2024
Q4 		– Sell
-2,386
Closed -$441K – 670
2024
Q3 		$441K Buy
2,386
+2
+0.1% +$351 0.01% 425
2024
Q2 		$371K Buy
2,384
+87
+4% +$13.5K 0.01% 435
2024
Q1 		$371K Buy
2,297
+167
+8% +$25.2K 0.01% 412
2023
Q4 		$330K Sell
2,130
-172
-7% -$22.3K 0.01% 376
2023
Q3 		$283K Buy
2,302
+295
+15% +$37.1K 0.01% 391
2023
Q2 		$253K Buy
2,007
+239
+14% +$29.2K 0.01% 412
2023
Q1 		$225K Buy
1,768
+66
+4% +$9.95K 0.01% 373
2022
Q4 		$269K Sell
1,702
-318
-16% -$50K 0.01% 302
2022
Q3 		$302K Buy
2,020
+14
+0.7% +$2.27K 0.02% 257
2022
Q2 		$316K Buy
+2,006
New +$336K 0.02% 260
2018
Q2 		– Sell
-3,206
Closed -$336K – 629
2018
Q1 		$336K Buy
3,206
+104
+3% +$16.1K 0.06% 254
2017
Q4 		$477K Buy
+3,102
New +$429K 0.06% 237

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 Trail Advisors's PNC Position: Q1 2026 in Review

Summit Trail Advisors increased its PNC Financial Services (PNC) stake by 93% in Q1 2026, buying an estimated $1.86M and bringing the position to 17,756 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #231.

Summit Trail Advisors first reported a position in PNC in Q4 2017 and has held it in 16 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Summit Trail Advisors held 17,756 shares of PNC Financial Services worth $3.69M as of Q1 2026.
  • Summit Trail Advisors bought 8,548 PNC Financial Services shares in Q1 2026, an estimated $1.86M.
  • PNC Financial Services made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #231 holding.
  • Summit Trail Advisors first reported a position in PNC Financial Services in Q4 2017 and has held it in 16 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.