TWD
PNC icon

True Wealth Design’s PNC Financial Services PNC Stock Holding History

True Wealth Design’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 		$294K Buy
1,196
+215
+22% +$48.1K 0.07% 71
2026
Q1 		$204K Buy
981
+164
+20% +$35.7K 0.06% 94
2025
Q4 		$171K Sell
817
-46
-5% -$8.88K 0.05% 97
2025
Q3 		$173K Buy
863
+641
+289% +$127K 0.05% 84
2025
Q2 		$41.4K Buy
222
+204
+1,133% +$34.5K 0.01% 235
2025
Q1 		$3.15K Sell
18
-183
-91% -$34.5K ﹤0.01% 837
2024
Q4 		$38.7K Buy
201
+59
+42% +$11.6K 0.02% 212
2024
Q3 		$26.2K Sell
142
-8
-5% -$1.4K 0.01% 282
2024
Q2 		$23.3K Hold
150
– – 0.01% 203
2024
Q1 		$24.2K Hold
150
– – 0.01% 204
2023
Q4 		$23.2K Buy
+150
New +$19.4K 0.01% 194

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

True Wealth Design's PNC Position: Q2 2026 in Review

True Wealth Design increased its PNC Financial Services (PNC) stake by 22% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,196 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #71.

True Wealth Design first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 675 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • True Wealth Design held 1,196 shares of PNC Financial Services worth $294K as of Q2 2026.
  • True Wealth Design bought 215 PNC Financial Services shares in Q2 2026, an estimated $48.1K.
  • PNC Financial Services made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #71 holding.
  • True Wealth Design first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 675 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.