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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Tobias Financial Advisors's PNC Position: Q1 2026 in Review

Tobias Financial Advisors sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 1,060 shares — an estimated $221K sold.

Tobias Financial Advisors first reported a position in PNC in Q4 2019 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 1,920 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Tobias Financial Advisors reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,060 PNC Financial Services shares in Q1 2026, an estimated $221K.
  • Tobias Financial Advisors first reported a position in PNC Financial Services in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's PNC Financial Services position peaked at $221K in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.