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Triangle Securities Wealth Management’s PNC Financial Services PNC Stock Holding History

Triangle Securities 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 		$986K Sell
4,005
-10
-0.2% -$2.24K 0.2% 110
2026
Q1 		$835K Buy
4,015
+15
+0.4% +$3.27K 0.19% 115
2025
Q4 		$835K Sell
4,000
-190
-5% -$36.7K 0.18% 120
2025
Q3 		$842K Buy
4,190
+46
+1% +$9.1K 0.19% 118
2025
Q2 		$773K Sell
4,144
-50
-1% -$8.46K 0.19% 119
2025
Q1 		$737K Sell
4,194
-50
-1% -$9.44K 0.19% 125
2024
Q4 		$818K Sell
4,244
-180
-4% -$35.4K 0.21% 119
2024
Q3 		$818K Sell
4,424
-95
-2% -$16.7K 0.21% 123
2024
Q2 		$703K Buy
4,519
+500
+12% +$77.5K 0.2% 126
2024
Q1 		$649K Buy
4,019
+70
+2% +$10.6K 0.19% 129
2023
Q4 		$612K Buy
3,949
+458
+13% +$59.3K 0.19% 127
2023
Q3 		$429K Buy
3,491
+797
+30% +$100K 0.15% 136
2023
Q2 		$339K Buy
2,694
+625
+30% +$76.4K 0.12% 159
2023
Q1 		$263K Sell
2,069
-115
-5% -$17.3K 0.09% 171
2022
Q4 		$345K Hold
2,184
– – 0.13% 157
2022
Q3 		$326K Buy
2,184
+25
+1% +$4.05K 0.13% 151
2022
Q2 		$341K Hold
2,159
– – 0.13% 148
2022
Q1 		$398K Sell
2,159
-630
-23% -$127K 0.13% 144
2021
Q4 		$559K Sell
2,789
-615
-18% -$125K 0.17% 129
2021
Q3 		$666K Sell
3,404
-210
-6% -$39.7K 0.23% 115
2021
Q2 		$689K Sell
3,614
-285
-7% -$53.5K 0.23% 113
2021
Q1 		$684K Sell
3,899
-11
-0.3% -$1.81K 0.25% 113
2020
Q4 		$583K Hold
3,910
– – 0.23% 117
2020
Q3 		$430K Buy
3,910
+1,145
+41% +$123K 0.19% 124
2020
Q2 		$291K Buy
2,765
+210
+8% +$22.1K 0.14% 135
2020
Q1 		$245K Buy
+2,555
New +$343K 0.14% 136

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Triangle Securities Wealth Management's PNC Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its PNC Financial Services (PNC) stake by 0.25% in Q2 2026, selling an estimated $2.24K and leaving 4,005 shares worth $986K. The position accounts for 0.2% of the portfolio, ranked #110.

Triangle Securities Wealth Management first reported a position in PNC in Q1 2020 and has held it in 26 quarters since. 405 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Triangle Securities Wealth Management held 4,005 shares of PNC Financial Services worth $986K as of Q2 2026.
  • Triangle Securities Wealth Management sold 10 PNC Financial Services shares in Q2 2026, an estimated $2.24K.
  • PNC Financial Services made up 0.2% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Triangle Securities Wealth Management first reported a position in PNC Financial Services in Q1 2020 and has held it in 26 quarters since.
  • 405 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.