VWA
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Valued Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Valued Wealth 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 		$19.5K Buy
79
+7
+10% +$1.57K 0.01% 208
2026
Q1 		$15K Buy
72
+4
+6% +$871 0.01% 223
2025
Q4 		$14.1K Buy
68
+8
+13% +$1.54K 0.01% 192
2025
Q3 		$12.1K Buy
60
+2
+3% +$396 0.01% 201
2025
Q2 		$10.8K Buy
58
+2
+4% +$338 0.01% 207
2025
Q1 		$9.91K Sell
56
-7
-11% -$1.32K 0.01% 227
2024
Q4 		$12.2K Buy
63
+13
+26% +$2.56K 0.01% 205
2024
Q3 		$9.25K Buy
50
+2
+4% +$351 0.01% 220
2024
Q2 		$7.46K Buy
48
+10
+26% +$1.55K 0.01% 232
2024
Q1 		$6.14K Buy
38
+15
+65% +$2.26K ﹤0.01% 232
2023
Q4 		$2.82K Buy
+23
New +$2.98K ﹤0.01% 268

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Valued Wealth Advisors's PNC Position: Q2 2026 in Review

Valued Wealth Advisors increased its PNC Financial Services (PNC) stake by 9.7% in Q2 2026, buying an estimated $1.57K and bringing the position to 79 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #208.

Valued Wealth Advisors first reported a position in PNC in Q4 2023 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Valued Wealth Advisors held 79 shares of PNC Financial Services worth $19.5K as of Q2 2026.
  • Valued Wealth Advisors bought 7 PNC Financial Services shares in Q2 2026, an estimated $1.57K.
  • PNC Financial Services made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Valued Wealth Advisors first reported a position in PNC Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.