VWM
PNC icon

Valley Wealth Managers’s PNC Financial Services PNC Stock Holding History

Valley Wealth Managers’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 		$5.21M Buy
25,044
+180
+0.7% +$39.2K 0.34% 60
2025
Q4 		$5.19M Buy
24,864
+172
+0.7% +$33.2K 0.33% 63
2025
Q3 		$4.96M Buy
24,692
+292
+1% +$57.8K 0.33% 64
2025
Q2 		$4.55M Buy
24,400
+24,199
+12,039% +$4.1M 0.33% 67
2025
Q1 		$35.3K Hold
201
– – ﹤0.01% 221
2024
Q4 		$38.7K Hold
201
– – ﹤0.01% 222
2024
Q3 		$37.1K Buy
201
+200
+20,000% +$35.1K ﹤0.01% 233
2024
Q2 		$97 Buy
+1
New +$155 ﹤0.01% 363
2023
Q4 		– Sell
-275
Closed -$33.8K – 373
2023
Q3 		$33.8K Hold
275
– – ﹤0.01% 233
2023
Q2 		$34.6K Hold
275
– – ﹤0.01% 221
2023
Q1 		$35K Hold
275
– – ﹤0.01% 231
2022
Q4 		$43.4K Sell
275
-118
-30% -$18.6K ﹤0.01% 236
2022
Q3 		$59K Sell
393
-250
-39% -$40.5K 0.01% 229
2022
Q2 		$101K Sell
643
-440
-41% -$73.7K 0.01% 221
2022
Q1 		$200K Hold
1,083
– – 0.02% 184
2021
Q4 		$217K Sell
1,083
-600
-36% -$122K 0.02% 185
2021
Q3 		$330K Hold
1,683
– – 0.03% 150
2021
Q2 		$321K Buy
1,683
+18
+1% +$3.38K 0.03% 153
2021
Q1 		$292K Sell
1,665
-258
-13% -$42.6K 0.03% 149
2020
Q4 		$286K Sell
1,923
-123
-6% -$15.7K 0.03% 141
2020
Q3 		$225K Sell
2,046
-125
-6% -$13.4K 0.02% 148
2020
Q2 		$228K Sell
2,171
-128,523
-98% -$13.5M 0.03% 153
2020
Q1 		$12.5M Buy
130,694
+2,627
+2% +$353K 1.62% 31
2019
Q4 		$20.4M Sell
128,067
-675
-0.5% -$101K 2.04% 10
2019
Q3 		$18M Sell
128,742
-4,864
-4% -$660K 1.92% 19
2019
Q2 		$18.3M Buy
133,606
+3,765
+3% +$498K 1.95% 23
2019
Q1 		$15.9M Sell
129,841
-1,072
-0.8% -$133K 1.74% 29
2018
Q4 		$15.3M Sell
130,913
-1,077
-0.8% -$137K 2% 23
2018
Q3 		$18M Buy
131,990
+4,054
+3% +$576K 2.12% 20
2018
Q2 		$17.3M Sell
127,936
-820
-0.6% -$120K 2.11% 21
2018
Q1 		$19.5M Sell
128,756
-2,959
-2% -$459K 2.37% 5
2017
Q4 		$19M Sell
131,715
-3,705
-3% -$512K 2.29% 8
2017
Q3 		$18.3M Buy
135,420
+256
+0.2% +$32.9K 2.29% 7
2017
Q2 		$16.9M Sell
135,164
-439
-0.3% -$53K 2.26% 10
2017
Q1 		$16.3M Sell
135,603
-20,943
-13% -$2.57M 2.16% 9
2016
Q4 		$18.3M Sell
156,546
-12,026
-7% -$1.25M 2.62% 3
2016
Q3 		$15.2M Buy
168,572
+4,960
+3% +$426K 2.23% 10
2016
Q2 		$13.3M Buy
163,612
+8,104
+5% +$697K 2.03% 23
2016
Q1 		$13.2M Buy
155,508
+15,800
+11% +$1.35M 2.22% 19
2015
Q4 		$13.3M Sell
139,708
-593
-0.4% -$55.1K 2.39% 13
2015
Q3 		$12.5M Sell
140,301
-2,381
-2% -$224K 2.28% 15
2015
Q2 		$13.6M Sell
142,682
-2,380
-2% -$225K 2.37% 9
2015
Q1 		$13.5M Buy
145,062
+1,712
+1% +$155K 2.33% 9
2014
Q4 		$13.1M Buy
143,350
+8,355
+6% +$724K 2.34% 13
2014
Q3 		$11.6M Buy
134,995
+3,120
+2% +$265K 2.21% 16
2014
Q2 		$11.7M Buy
131,875
+4,330
+3% +$370K 2.23% 15
2014
Q1 		$11.1M Buy
127,545
+116,220
+1,026% +$9.49M 2.22% 19
2013
Q4 		$879K Buy
11,325
+975
+9% +$73.1K 0.18% 58
2013
Q3 		$750K Buy
10,350
+590
+6% +$44K 0.16% 58
2013
Q2 		$712K Buy
+9,760
New +$676K 0.16% 60

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

Valley Wealth Managers's PNC Position: Q1 2026 in Review

Valley Wealth Managers increased its PNC Financial Services (PNC) stake by 0.72% in Q1 2026, buying an estimated $39.2K and bringing the position to 25,044 shares worth $5.21M. The position accounts for 0.34% of the portfolio, ranked #60.

Valley Wealth Managers first reported a position in PNC in Q2 2013 and has held it in 50 quarters since. The position peaked at $20.4M in Q4 2019. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Valley Wealth Managers held 25,044 shares of PNC Financial Services worth $5.21M as of Q1 2026.
  • Valley Wealth Managers bought 180 PNC Financial Services shares in Q1 2026, an estimated $39.2K.
  • PNC Financial Services made up 0.34% of Valley Wealth Managers's portfolio in Q1 2026, its #60 holding.
  • Valley Wealth Managers first reported a position in PNC Financial Services in Q2 2013 and has held it in 50 quarters since.
  • Valley Wealth Managers's PNC Financial Services position peaked at $20.4M in Q4 2019.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.