Values Added Financial
PNC icon

Values Added Financial’s PNC Financial Services PNC Stock Holding History

Values Added Financial’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
Q3 		$268K Buy
1,204
+1
+0.1% +$245 0.09% 115
2026
Q2 		$296K Buy
1,203
+101
+9% +$22.6K 0.11% 111
2026
Q1 		$229K Hold
1,102
– – 0.1% 117
2025
Q4 		$230K Buy
1,102
+3
+0.3% +$579 0.1% 118
2025
Q3 		$221K Buy
+1,099
New +$217K 0.1% 117

Other funds holding PNC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Values Added Financial's PNC Position: Q3 2026 in Review

Values Added Financial increased its PNC Financial Services (PNC) stake by 0.08% in Q3 2026, buying an estimated $245 and bringing the position to 1,204 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #115.

Values Added Financial first reported a position in PNC in Q3 2025 and has held it in 5 quarters since. The position peaked at $296K in Q2 2026. 790 funds tracked by Wall St. Rank hold PNC as of Q3 2026.

  • Values Added Financial held 1,204 shares of PNC Financial Services worth $268K as of Q3 2026.
  • Values Added Financial bought 1 PNC Financial Services share in Q3 2026, an estimated $245.
  • PNC Financial Services made up 0.09% of Values Added Financial's portfolio in Q3 2026, its #115 holding.
  • Values Added Financial first reported a position in PNC Financial Services in Q3 2025 and has held it in 5 quarters since.
  • Values Added Financial's PNC Financial Services position peaked at $296K in Q2 2026.
  • 790 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.