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Tobias Financial Advisors’s PNC Financial Services PNC Stock Holding History

Tobias Financial 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
Q2 		$203K Buy
+824
New +$185K 0.03% 143
2026
Q1 		– Sell
-1,060
Closed -$221K – 155
2025
Q4 		$221K Buy
+1,060
New +$205K 0.03% 136
2020
Q1 		– Sell
-80
Closed -$12K – 217
2019
Q4 		$12K Buy
+80
New +$12K 0.01% 180

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's PNC Position: Q2 2026 in Review

Tobias Financial Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 824 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Tobias Financial Advisors previously reported a position in PNC as recently as Q4 2025.

Tobias Financial Advisors first reported a position in PNC in Q4 2019 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Tobias Financial Advisors held 824 shares of PNC Financial Services worth $203K as of Q2 2026.
  • PNC Financial Services was a new Tobias Financial Advisors position in Q2 2026.
  • PNC Financial Services made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Tobias Financial Advisors first reported a position in PNC Financial Services in Q4 2019 and has held it in 3 quarters since.
  • Tobias Financial Advisors's PNC Financial Services position peaked at $221K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.