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Todd Wealth Management’s PNC Financial Services PNC Stock Holding History

Todd 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
Q3 		$298K Buy
1,341
+1
+0.1% +$245 0.23% 83
2026
Q2 		$330K Hold
1,340
– – 0.25% 75
2026
Q1 		$279K Sell
1,340
-64
-5% -$13.9K 0.25% 82
2025
Q4 		$293K Buy
+1,404
New +$271K 0.27% 76

Other funds holding PNC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Todd Wealth Management's PNC Position: Q3 2026 in Review

Todd Wealth Management increased its PNC Financial Services (PNC) stake by 0.07% in Q3 2026, buying an estimated $245 and bringing the position to 1,341 shares worth $298K. The position accounts for 0.23% of the portfolio, ranked #83.

Todd Wealth Management first reported a position in PNC in Q4 2025 and has held it in 4 quarters since. The position peaked at $330K in Q2 2026. 919 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Todd Wealth Management held 1,341 shares of PNC Financial Services worth $298K as of Q3 2026.
  • Todd Wealth Management bought 1 PNC Financial Services share in Q3 2026, an estimated $245.
  • PNC Financial Services made up 0.23% of Todd Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Todd Wealth Management first reported a position in PNC Financial Services in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's PNC Financial Services position peaked at $330K in Q2 2026.
  • 919 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.