VisionPoint Advisory Group’s PNC Financial Services PNC Stock Holding History

VisionPoint Advisory Group’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	$230K	Buy	+935	New	+$209K	0.04%	422
2025 Q3	–	Sell	-1,133	Closed	-$211K	–	406
2025 Q2	$211K	Buy	+1,133	New	+$192K	0.05%	342
2025 Q1	–	Sell	-557	Closed	-$107K	–	284
2024 Q4	$107K	Sell	557 -52	-9%	-$10.2K	0.04%	229
2024 Q3	$113K	Sell	609 -3,116	-84%	-$546K	0.04%	214
2024 Q2	$579K	Sell	3,725 -223	-6%	-$34.6K	0.21%	98
2024 Q1	$638K	Sell	3,948 -3,245	-45%	-$489K	0.23%	102
2023 Q4	$1.11M	Buy	7,193 +326	+5%	+$42.2K	0.41%	65
2023 Q3	$843K	Buy	6,867 +122	+2%	+$15.4K	0.36%	72
2023 Q2	$850K	Buy	6,745 +384	+6%	+$46.9K	0.35%	73
2023 Q1	$723K	Buy	6,361 +1,108	+21%	+$167K	0.32%	67
2022 Q4	$846K	Buy	+5,253	New	+$827K	0.35%	52

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VisionPoint Advisory Group's PNC Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in PNC Financial Services (PNC) in Q2 2026: 935 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #422 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in PNC as recently as Q2 2025.

VisionPoint Advisory Group first reported a position in PNC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2023. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

VisionPoint Advisory Group held 935 shares of PNC Financial Services worth $230K as of Q2 2026.
PNC Financial Services was a new VisionPoint Advisory Group position in Q2 2026.
PNC Financial Services made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #422 holding.
VisionPoint Advisory Group first reported a position in PNC Financial Services in Q4 2022 and has held it in 11 quarters since.
VisionPoint Advisory Group's PNC Financial Services position peaked at $1.11M in Q4 2023.
2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.