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

TRB 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 		$337K Buy
1,370
+24
+2% +$5.37K 0.04% 193
2026
Q1 		$280K Buy
+1,346
New +$293K 0.04% 215

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 $3.37T AUM 44.26% 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

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

TRB Wealth Management increased its PNC Financial Services (PNC) stake by 1.8% in Q2 2026, buying an estimated $5.37K and bringing the position to 1,370 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #193.

TRB Wealth Management first reported a position in PNC in Q1 2026 and has held it in 2 quarters since. 2,018 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • TRB Wealth Management held 1,370 shares of PNC Financial Services worth $337K as of Q2 2026.
  • TRB Wealth Management bought 24 PNC Financial Services shares in Q2 2026, an estimated $5.37K.
  • PNC Financial Services made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #193 holding.
  • TRB Wealth Management first reported a position in PNC Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 2,018 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.