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Triad Wealth Partners’s PNC Financial Services PNC Stock Holding History

Triad Wealth Partners’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
-965
Closed -$202K – 507
2025
Q4 		$202K Buy
+965
New +$186K 0.02% 454
2024
Q3 		– Sell
-45
Closed -$7K – 676
2024
Q2 		$7K Buy
+45
New +$6.97K ﹤0.01% 505

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Triad Wealth Partners's PNC Position: Q1 2026 in Review

Triad Wealth Partners sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 965 shares — an estimated $202K sold.

Triad Wealth Partners first reported a position in PNC in Q2 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Triad Wealth Partners reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 965 PNC Financial Services shares in Q1 2026, an estimated $202K.
  • Triad Wealth Partners first reported a position in PNC Financial Services in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's PNC Financial Services position peaked at $202K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.