TWM
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Thrive Wealth Management’s PNC Financial Services PNC Stock Holding History

Thrive Wealth 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 		$788K Sell
3,200
-1,498
-32% -$335K 0.1% 97
2026
Q1 		$978K Sell
4,698
-2
-0% -$435 0.15% 74
2025
Q4 		$981K Buy
4,700
+167
+4% +$32.2K 0.14% 81
2025
Q3 		$911K Sell
4,533
-65
-1% -$12.9K 0.14% 85
2025
Q2 		$857K Sell
4,598
-33
-0.7% -$5.58K 0.14% 87
2025
Q1 		$814K Sell
4,631
-120
-3% -$22.7K 0.16% 84
2024
Q4 		$916K Sell
4,751
-665
-12% -$131K 0.16% 73
2024
Q3 		$1M Buy
5,416
+480
+10% +$84.2K 0.18% 70
2024
Q2 		$767K Buy
4,936
+37
+0.8% +$5.74K 0.15% 84
2024
Q1 		$792K Buy
4,899
+162
+3% +$24.4K 0.16% 79
2023
Q4 		$734K Buy
4,737
+159
+3% +$20.6K 0.16% 79
2023
Q3 		$562K Sell
4,578
-81
-2% -$10.2K 0.15% 89
2023
Q2 		$587K Sell
4,659
-30
-0.6% -$3.67K 0.15% 88
2023
Q1 		$596K Buy
4,689
+200
+4% +$30.2K 0.15% 81
2022
Q4 		$709K Sell
4,489
-71
-2% -$11.2K 0.2% 63
2022
Q3 		$681K Buy
4,560
+60
+1% +$9.72K 0.24% 58
2022
Q2 		$710K Buy
4,500
+1,186
+36% +$199K 0.25% 48
2022
Q1 		$611K Buy
3,314
+57
+2% +$11.5K 0.18% 61
2021
Q4 		$653K Buy
+3,257
New +$663K 0.22% 54

Other funds holding PNC

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Thrive Wealth Management's PNC Position: Q2 2026 in Review

Thrive Wealth Management reduced its PNC Financial Services (PNC) stake by 32% in Q2 2026, selling an estimated $335K and leaving 3,200 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #97.

Thrive Wealth Management first reported a position in PNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q3 2024. 738 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Thrive Wealth Management held 3,200 shares of PNC Financial Services worth $788K as of Q2 2026.
  • Thrive Wealth Management sold 1,498 PNC Financial Services shares in Q2 2026, an estimated $335K.
  • PNC Financial Services made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Thrive Wealth Management first reported a position in PNC Financial Services in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's PNC Financial Services position peaked at $1M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.