Tandem Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Tandem Wealth 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
2025 Q4	–	Sell	-3,018	Closed	-$606K	–	49
2025 Q3	$606K	Hold	3,018	–	–	0.29%	30
2025 Q2	$563K	Hold	3,018	–	–	0.28%	29
2025 Q1	$531K	Hold	3,018	–	–	0.28%	29
2024 Q4	$582K	Hold	3,018	–	–	0.3%	26
2024 Q3	$558K	Hold	3,018	–	–	0.28%	25
2024 Q2	$469K	Hold	3,018	–	–	0.25%	26
2024 Q1	$488K	Hold	3,018	–	–	0.27%	24
2023 Q4	$467K	Hold	3,018	–	–	0.27%	21
2023 Q3	$371K	Hold	3,018	–	–	0.23%	28
2023 Q2	$380K	Buy	+3,018	New	+$369K	0.23%	27

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Tandem Wealth Advisors's PNC Position: Q4 2025 in Review

Tandem Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 3,018 shares — an estimated $606K sold.

Tandem Wealth Advisors first reported a position in PNC in Q2 2023 and held it in 10 quarters. The position peaked at $606K in Q3 2025. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Tandem Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
Tandem Wealth Advisors sold 3,018 PNC Financial Services shares in Q4 2025, an estimated $606K.
Tandem Wealth Advisors first reported a position in PNC Financial Services in Q2 2023 and held it in 10 quarters.
Tandem Wealth Advisors's PNC Financial Services position peaked at $606K in Q3 2025.
1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Tandem Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.