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Tanglewood Legacy Advisors’s PNC Financial Services PNC Stock Holding History

Tanglewood Legacy 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
2026
Q1 		$25K Hold
120
– – 0.01% 194
2025
Q4 		$25K Hold
120
– – 0.01% 198
2025
Q3 		$24.1K Hold
120
– – 0.01% 210
2025
Q2 		$22.4K Hold
120
– – 0.01% 215
2025
Q1 		$21.1K Hold
120
– – 0.01% 220
2024
Q4 		$23.1K Hold
120
– – 0.01% 215
2024
Q3 		$22.2K Hold
120
– – 0.01% 206
2024
Q2 		$18.7K Hold
120
– – 0.01% 215
2024
Q1 		$19.4K Hold
120
– – 0.01% 224
2023
Q4 		$18.6K Hold
120
– – 0.01% 216
2023
Q3 		$14.7K Hold
120
– – 0.01% 233
2023
Q2 		$15.1K Hold
120
– – 0.01% 232
2023
Q1 		$15.3K Hold
120
– – 0.01% 220
2022
Q4 		$19K Buy
+120
New +$18.9K 0.01% 190

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

Tanglewood Legacy Advisors's PNC Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its PNC Financial Services (PNC) position steady in Q1 2026 at 120 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #194.

Tanglewood Legacy Advisors first reported a position in PNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $25K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Tanglewood Legacy Advisors held 120 shares of PNC Financial Services worth $25K as of Q1 2026.
  • Tanglewood Legacy Advisors left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #194 holding.
  • Tanglewood Legacy Advisors first reported a position in PNC Financial Services in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's PNC Financial Services position peaked at $25K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.