VA
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Valmark Advisers’s PNC Financial Services PNC Stock Holding History

Valmark Advisers’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 		$788K Sell
3,788
-114
-3% -$24.8K 0.01% 390
2025
Q4 		$814K Sell
3,902
-51
-1% -$9.84K 0.01% 370
2025
Q3 		$794K Sell
3,953
-36
-0.9% -$7.12K 0.01% 364
2025
Q2 		$744K Sell
3,989
-2
-0.1% -$338 0.01% 382
2025
Q1 		$701K Sell
3,991
-19
-0.5% -$3.59K 0.01% 376
2024
Q4 		$773K Buy
4,010
+56
+1% +$11K 0.01% 352
2024
Q3 		$731K Buy
3,954
+385
+11% +$67.5K 0.01% 357
2024
Q2 		$555K Buy
3,569
+191
+6% +$29.6K 0.01% 374
2024
Q1 		$546K Buy
3,378
+16
+0.5% +$2.41K 0.01% 363
2023
Q4 		$521K Sell
3,362
-47
-1% -$6.08K 0.01% 345
2023
Q3 		$419K Hold
3,409
– – 0.01% 348
2023
Q2 		$429K Buy
+3,409
New +$417K 0.01% 353
2021
Q4 		– Sell
-1,200
Closed -$235K – 418
2021
Q3 		$235K Sell
1,200
-34
-3% -$6.42K ﹤0.01% 364
2021
Q2 		$235K Buy
1,234
+12
+1% +$2.25K ﹤0.01% 359
2021
Q1 		$214K Buy
+1,222
New +$202K ﹤0.01% 354

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

Valmark Advisers's PNC Position: Q1 2026 in Review

Valmark Advisers reduced its PNC Financial Services (PNC) stake by 2.9% in Q1 2026, selling an estimated $24.8K and leaving 3,788 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #390.

Valmark Advisers first reported a position in PNC in Q1 2021 and has held it in 15 quarters since. The position peaked at $814K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Valmark Advisers held 3,788 shares of PNC Financial Services worth $788K as of Q1 2026.
  • Valmark Advisers sold 114 PNC Financial Services shares in Q1 2026, an estimated $24.8K.
  • PNC Financial Services made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #390 holding.
  • Valmark Advisers first reported a position in PNC Financial Services in Q1 2021 and has held it in 15 quarters since.
  • Valmark Advisers's PNC Financial Services position peaked at $814K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.