Trifecta Capital Advisors’s PNC Financial Services PNC Stock Holding History

Trifecta Capital Advisors’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	$4.43K	Buy	+18	New	+$4.03K	﹤0.01%	271
2025 Q4	–	Sell	-24	Closed	-$4.82K	–	406
2025 Q3	$4.82K	Hold	24	–	–	﹤0.01%	270
2025 Q2	$4.47K	Hold	24	–	–	﹤0.01%	270
2025 Q1	$4.22K	Hold	24	–	–	﹤0.01%	247
2024 Q4	$4.63K	Hold	24	–	–	﹤0.01%	235
2024 Q3	$4.44K	Hold	24	–	–	﹤0.01%	243
2024 Q2	$3.73K	Hold	24	–	–	﹤0.01%	258
2024 Q1	$3.88K	Sell	24 -3	-11%	-$452	﹤0.01%	246
2023 Q4	$4.18K	Hold	27	–	–	﹤0.01%	262
2023 Q3	$3.31K	Hold	27	–	–	﹤0.01%	260
2023 Q2	$3.4K	Hold	27	–	–	﹤0.01%	249
2023 Q1	$3.43K	Sell	27 -39	-59%	-$5.88K	﹤0.01%	251
2022 Q4	$10.4K	Buy	+66	New	+$10.4K	﹤0.01%	197

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Trifecta Capital Advisors's PNC Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in PNC Financial Services (PNC) in Q2 2026: 18 shares worth $4.43K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PNC as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in PNC in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.4K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Trifecta Capital Advisors held 18 shares of PNC Financial Services worth $4.43K as of Q2 2026.
PNC Financial Services was a new Trifecta Capital Advisors position in Q2 2026.
PNC Financial Services made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #271 holding.
Trifecta Capital Advisors first reported a position in PNC Financial Services in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's PNC Financial Services position peaked at $10.4K in Q4 2022.
2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.