USWIA
PNC icon

UP Strategic Wealth Investment Advisors’s PNC Financial Services PNC Stock Holding History

UP Strategic Wealth Investment 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
Q1 		– Sell
-828
Closed -$201K – 101
2025
Q4 		$201K Buy
+828
New +$160K 0.15% 85

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's PNC Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors sold out of PNC Financial Services (PNC) in Q1 2026, closing a stake of 828 shares — an estimated $201K sold.

UP Strategic Wealth Investment Advisors first reported a position in PNC in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,917 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • UP Strategic Wealth Investment Advisors reported no remaining PNC Financial Services position as of Q1 2026 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 828 PNC Financial Services shares in Q1 2026, an estimated $201K.
  • UP Strategic Wealth Investment Advisors first reported a position in PNC Financial Services in Q4 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's PNC Financial Services position peaked at $201K in Q4 2025.
  • 1,917 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.