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Summit Wealth Group (Colorado)’s PNC Financial Services PNC Stock Holding History

Summit Wealth Group (Colorado)’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 		$229K Sell
1,102
-228
-17% -$49.6K 0.02% 304
2025
Q4 		$278K Buy
+1,330
New +$257K 0.04% 218
2025
Q3 		– Sell
-1,330
Closed -$248K – 405
2025
Q2 		$248K Buy
+1,330
New +$225K 0.06% 204

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 Wealth Group (Colorado)'s PNC Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its PNC Financial Services (PNC) stake by 17% in Q1 2026, selling an estimated $49.6K and leaving 1,102 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #304.

Summit Wealth Group (Colorado) first reported a position in PNC in Q2 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,102 shares of PNC Financial Services worth $229K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 228 PNC Financial Services shares in Q1 2026, an estimated $49.6K.
  • PNC Financial Services made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #304 holding.
  • Summit Wealth Group (Colorado) first reported a position in PNC Financial Services in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s PNC Financial Services position peaked at $278K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.