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

Summit 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 Q2	$240K	Buy	+973	New	+$218K	0.03%	260

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Wealth Partners's PNC Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in PNC Financial Services (PNC) in Q2 2026: 973 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings.

2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Summit Wealth Partners held 973 shares of PNC Financial Services worth $240K as of Q2 2026.
PNC Financial Services was a new Summit Wealth Partners position in Q2 2026.
PNC Financial Services made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #260 holding.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.