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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
Q2 		$494K Buy
+1,962
New +$439K 0.03% 313
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 $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

Triad Wealth Partners's PNC Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in PNC Financial Services (PNC) in Q2 2026: 1,962 shares worth $494K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in PNC as recently as Q4 2025.

Triad Wealth Partners first reported a position in PNC in Q2 2024 and has held it in 3 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Triad Wealth Partners held 1,962 shares of PNC Financial Services worth $494K as of Q2 2026.
  • PNC Financial Services was a new Triad Wealth Partners position in Q2 2026.
  • PNC Financial Services made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • Triad Wealth Partners first reported a position in PNC Financial Services in Q2 2024 and has held it in 3 quarters since.
  • 2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.