UFPG
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United Financial Planning Group’s PNC Financial Services PNC Stock Holding History

United Financial Planning Group’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 		$6.65K Hold
27
– – ﹤0.01% 324
2026
Q1 		$5.62K Sell
27
-2
-7% -$435 ﹤0.01% 296
2025
Q4 		$6.05K Buy
+29
New +$5.6K ﹤0.01% 255

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

United Financial Planning Group's PNC Position: Q2 2026 in Review

United Financial Planning Group held its PNC Financial Services (PNC) position steady in Q2 2026 at 27 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

United Financial Planning Group first reported a position in PNC in Q4 2025 and has held it in 3 quarters since. 2,027 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • United Financial Planning Group held 27 shares of PNC Financial Services worth $6.65K as of Q2 2026.
  • United Financial Planning Group left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #324 holding.
  • United Financial Planning Group first reported a position in PNC Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 2,027 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.