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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
Q2 		$286K Buy
1,160
+58
+5% +$13K 0.02% 313
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 – 592
2025
Q2 		$248K Buy
+1,330
New +$225K 0.06% 204

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PNC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its PNC Financial Services (PNC) stake by 5.3% in Q2 2026, buying an estimated $13K and bringing the position to 1,160 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #313.

Summit Wealth Group (Colorado) first reported a position in PNC in Q2 2025 and has held it in 4 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,160 shares of PNC Financial Services worth $286K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 58 PNC Financial Services shares in Q2 2026, an estimated $13K.
  • PNC Financial Services made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #313 holding.
  • Summit Wealth Group (Colorado) first reported a position in PNC Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.