Trinity Financial Advisors
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Trinity Financial Advisors’s PNC Financial Services PNC Stock Holding History

Trinity Financial 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
Q3 		$245K Sell
1,101
-42
-4% -$10.3K 0.06% 90
2026
Q2 		$281K Buy
+1,143
New +$256K 0.07% 78

Other funds holding PNC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trinity Financial Advisors's PNC Position: Q3 2026 in Review

Trinity Financial Advisors reduced its PNC Financial Services (PNC) stake by 3.7% in Q3 2026, selling an estimated $10.3K and leaving 1,101 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #90.

Trinity Financial Advisors first reported a position in PNC in Q2 2026 and has held it in 2 quarters since. The position peaked at $281K in Q2 2026. 1,176 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Trinity Financial Advisors held 1,101 shares of PNC Financial Services worth $245K as of Q3 2026.
  • Trinity Financial Advisors sold 42 PNC Financial Services shares in Q3 2026, an estimated $10.3K.
  • PNC Financial Services made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • Trinity Financial Advisors first reported a position in PNC Financial Services in Q2 2026 and has held it in 2 quarters since.
  • Trinity Financial Advisors's PNC Financial Services position peaked at $281K in Q2 2026.
  • 1,176 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.