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SWP Investment Management’s PNC Financial Services PNC Stock Holding History

SWP Investment Management’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 		$2.9M Buy
11,767
+440
+4% +$98.5K 2% 25
2026
Q1 		$2.36M Buy
11,327
+220
+2% +$47.9K 1.76% 32
2025
Q4 		$2.32M Buy
11,107
+863
+8% +$167K 1.68% 28
2025
Q3 		$2.06M Buy
10,244
+891
+10% +$176K 2.02% 24
2025
Q2 		$1.74M Buy
9,353
+81
+0.9% +$13.7K 2.06% 25
2025
Q1 		$1.63M Buy
+9,272
New +$1.75M 2.03% 19

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

SWP Investment Management's PNC Position: Q2 2026 in Review

SWP Investment Management increased its PNC Financial Services (PNC) stake by 3.9% in Q2 2026, buying an estimated $98.5K and bringing the position to 11,767 shares worth $2.9M. The position accounts for 2% of the portfolio, ranked #25.

SWP Investment Management first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • SWP Investment Management held 11,767 shares of PNC Financial Services worth $2.9M as of Q2 2026.
  • SWP Investment Management bought 440 PNC Financial Services shares in Q2 2026, an estimated $98.5K.
  • PNC Financial Services made up 2% of SWP Investment Management's portfolio in Q2 2026, its #25 holding.
  • SWP Investment Management first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.