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

Valeo 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
Q2 		$1.51M Buy
6,146
+107
+2% +$24K 0.03% 232
2026
Q1 		$1.26M Sell
6,039
-527
-8% -$115K 0.03% 229
2025
Q4 		$1.37M Buy
6,566
+430
+7% +$83K 0.03% 238
2025
Q3 		$1.23M Sell
6,136
-4
-0.1% -$791 0.03% 258
2025
Q2 		$1.14M Sell
6,140
-579
-9% -$98K 0.03% 266
2025
Q1 		$1.18M Sell
6,719
-40
-0.6% -$7.55K 0.03% 228
2024
Q4 		$1.3M Buy
6,759
+196
+3% +$38.5K 0.04% 204
2024
Q3 		$1.21M Buy
6,563
+561
+9% +$98.4K 0.03% 228
2024
Q2 		$933K Sell
6,002
-69
-1% -$10.7K 0.03% 252
2024
Q1 		$960K Sell
6,071
-188
-3% -$28.3K 0.03% 246
2023
Q4 		$969K Sell
6,259
-895
-13% -$116K 0.04% 227
2023
Q3 		$878K Sell
7,154
-707
-9% -$89K 0.04% 230
2023
Q2 		$990K Sell
7,861
-710
-8% -$86.8K 0.05% 208
2023
Q1 		$1.09M Buy
8,571
+4,210
+97% +$635K 0.05% 199
2022
Q4 		$689K Buy
4,361
+993
+29% +$156K 0.04% 236
2022
Q3 		$503K Buy
3,368
+473
+16% +$76.6K 0.03% 260
2022
Q2 		$457K Sell
2,895
-1,095
-27% -$184K 0.03% 268
2022
Q1 		$736K Buy
3,990
+1,055
+36% +$213K 0.04% 249
2021
Q4 		$589K Buy
2,935
+675
+30% +$137K 0.03% 270
2021
Q3 		$442K Buy
2,260
+351
+18% +$66.3K 0.03% 327
2021
Q2 		$364K Sell
1,909
-297
-13% -$55.7K 0.02% 318
2021
Q1 		$387K Sell
2,206
-111
-5% -$18.3K 0.02% 316
2020
Q4 		$345K Buy
2,317
+93
+4% +$11.9K 0.02% 304
2020
Q3 		$244K Sell
2,224
-531
-19% -$57.1K 0.02% 287
2020
Q2 		$290K Buy
2,755
+200
+8% +$21.1K 0.03% 257
2020
Q1 		$269K Sell
2,555
-320
-11% -$43K 0.03% 241
2019
Q4 		$459K Buy
2,875
+213
+8% +$32K 0.04% 202
2019
Q3 		$373K Buy
2,662
+282
+12% +$38.2K 0.04% 204
2019
Q2 		$327K Sell
2,380
-300
-11% -$39.7K 0.04% 218
2019
Q1 		$329K Buy
2,680
+535
+25% +$66.2K 0.04% 209
2018
Q4 		$251K Sell
2,145
-627
-23% -$80K 0.04% 230
2018
Q3 		$356K Sell
2,772
-121
-4% -$17.2K 0.05% 196
2018
Q2 		$411K Buy
2,893
+716
+33% +$104K 0.06% 193
2018
Q1 		$329K Sell
2,177
-170
-7% -$26.4K 0.05% 199
2017
Q4 		$339K Buy
2,347
+453
+24% +$62.6K 0.06% 184
2017
Q3 		$255K Buy
+1,894
New +$243K 0.06% 181

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

Valeo Financial Advisors's PNC Position: Q2 2026 in Review

Valeo Financial Advisors increased its PNC Financial Services (PNC) stake by 1.8% in Q2 2026, buying an estimated $24K and bringing the position to 6,146 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #232.

Valeo Financial Advisors first reported a position in PNC in Q3 2017 and has held it in 36 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Valeo Financial Advisors held 6,146 shares of PNC Financial Services worth $1.51M as of Q2 2026.
  • Valeo Financial Advisors bought 107 PNC Financial Services shares in Q2 2026, an estimated $24K.
  • PNC Financial Services made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #232 holding.
  • Valeo Financial Advisors first reported a position in PNC Financial Services in Q3 2017 and has held it in 36 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.