Vista Investment Partners II’s PNC Financial Services PNC Stock Holding History

Vista Investment Partners II’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	$3.2M	Sell	12,993 -47	-0.4%	-$10.5K	1.25%	21
2026 Q1	$2.71M	Buy	13,040 +65	+0.5%	+$14.2K	1.22%	32
2025 Q4	$2.71M	Sell	12,975 -14	-0.1%	-$2.7K	1.17%	31
2025 Q3	$2.61M	Buy	12,989 +168	+1%	+$33.2K	1.22%	26
2025 Q2	$2.39M	Buy	12,821 +168	+1%	+$28.4K	1.15%	35
2025 Q1	$2.22M	Buy	12,653 +39	+0.3%	+$7.36K	1.23%	30
2024 Q4	$2.43M	Buy	+12,614	New	+$2.48M	1.44%	29

Other funds holding PNC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vista Investment Partners II's PNC Position: Q2 2026 in Review

Vista Investment Partners II reduced its PNC Financial Services (PNC) stake by 0.36% in Q2 2026, selling an estimated $10.5K and leaving 12,993 shares worth $3.2M. The position accounts for 1.25% of the portfolio, ranked #21.

Vista Investment Partners II first reported a position in PNC in Q4 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Vista Investment Partners II held 12,993 shares of PNC Financial Services worth $3.2M as of Q2 2026.
Vista Investment Partners II sold 47 PNC Financial Services shares in Q2 2026, an estimated $10.5K.
PNC Financial Services made up 1.25% of Vista Investment Partners II's portfolio in Q2 2026, its #21 holding.
Vista Investment Partners II first reported a position in PNC Financial Services in Q4 2024 and has held it in 7 quarters since.
1,049 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.