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Waldron Private Wealth’s PNC Financial Services PNC Stock Holding History

Waldron Private Wealth’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 		$742K Buy
3,014
+515
+21% +$115K 0.03% 181
2026
Q1 		$520K Buy
2,499
+1,028
+70% +$224K 0.02% 213
2025
Q4 		$307K Hold
1,471
– – 0.01% 270
2025
Q3 		$296K Sell
1,471
-174
-11% -$34.4K 0.01% 262
2025
Q2 		$307K Sell
1,645
-91
-5% -$15.4K 0.01% 247
2025
Q1 		$305K Sell
1,736
-1,077
-38% -$203K 0.01% 244
2024
Q4 		$542K Sell
2,813
-37
-1% -$7.27K 0.02% 245
2024
Q3 		$527K Buy
2,850
+247
+9% +$43.3K 0.02% 242
2024
Q2 		$405K Sell
2,603
-117
-4% -$18.1K 0.02% 264
2024
Q1 		$440K Buy
2,720
+28
+1% +$4.22K 0.02% 253
2023
Q4 		$417K Sell
2,692
-1,501
-36% -$194K 0.02% 259
2023
Q3 		$515K Buy
4,193
+1,491
+55% +$188K 0.03% 228
2023
Q2 		$340K Sell
2,702
-2,564
-49% -$313K 0.02% 270
2023
Q1 		$669K Sell
5,266
-100
-2% -$15.1K 0.03% 216
2022
Q4 		$801K Hold
5,366
– – 0.05% 180
2022
Q3 		$801K Sell
5,366
-203
-4% -$32.9K 0.05% 180
2022
Q2 		$878K Buy
5,569
+177
+3% +$29.7K 0.05% 178
2022
Q1 		$994K Buy
5,392
+197
+4% +$39.8K 0.05% 182
2021
Q4 		$1.04M Sell
5,195
-125
-2% -$25.4K 0.05% 175
2021
Q3 		$1.04M Buy
5,320
+557
+12% +$105K 0.06% 149
2021
Q2 		$908K Buy
4,763
+1,201
+34% +$225K 0.06% 149
2021
Q1 		$624K Sell
3,562
-16
-0.4% -$2.64K 0.04% 172
2020
Q4 		$533K Sell
3,578
-108
-3% -$13.8K 0.04% 174
2020
Q3 		$405K Buy
3,686
+318
+9% +$34.2K 0.03% 183
2020
Q2 		$354K Buy
3,368
+26
+0.8% +$2.74K 0.03% 189
2020
Q1 		$319K Sell
3,342
-237
-7% -$31.8K 0.03% 182
2019
Q4 		$571K Buy
3,579
+770
+27% +$116K 0.05% 152
2019
Q3 		$393K Hold
2,809
– – 0.04% 164
2019
Q2 		$385K Sell
2,809
-959
-25% -$127K 0.04% 152
2019
Q1 		$462K Buy
3,768
+662
+21% +$82K 0.05% 149
2018
Q4 		$363K Buy
3,106
+360
+13% +$45.9K 0.05% 146
2018
Q3 		$373K Buy
2,746
+29
+1% +$4.12K 0.07% 126
2018
Q2 		$367K Sell
2,717
-984
-27% -$144K 0.08% 112
2018
Q1 		$559K Buy
3,701
+46
+1% +$7.14K 0.13% 76
2017
Q4 		$527K Hold
3,655
– – 0.12% 77
2017
Q3 		$492K Sell
3,655
-19
-0.5% -$2.44K 0.14% 76
2017
Q2 		$458K Sell
3,674
-1,000
-21% -$121K 0.15% 60
2017
Q1 		$562K Sell
4,674
-485
-9% -$59.4K 0.14% 92
2016
Q4 		$603K Sell
5,159
-22
-0.4% -$2.29K 0.21% 56
2016
Q3 		$466K Sell
5,181
-1,887
-27% -$162K 0.17% 62
2016
Q2 		$575K Sell
7,068
-70
-1% -$6.02K 0.21% 56
2016
Q1 		$603K Buy
7,138
+102
+1% +$8.69K 0.23% 52
2015
Q4 		$670K Buy
7,036
+1,121
+19% +$104K 0.25% 46
2015
Q3 		$527K Buy
+5,915
New +$556K 0.23% 41

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waldron Private Wealth's PNC Position: Q2 2026 in Review

Waldron Private Wealth increased its PNC Financial Services (PNC) stake by 21% in Q2 2026, buying an estimated $115K and bringing the position to 3,014 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #181.

Waldron Private Wealth first reported a position in PNC in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.04M in Q4 2021. 2,028 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Waldron Private Wealth held 3,014 shares of PNC Financial Services worth $742K as of Q2 2026.
  • Waldron Private Wealth bought 515 PNC Financial Services shares in Q2 2026, an estimated $115K.
  • PNC Financial Services made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Waldron Private Wealth first reported a position in PNC Financial Services in Q3 2015 and has held it in 44 quarters since.
  • Waldron Private Wealth's PNC Financial Services position peaked at $1.04M in Q4 2021.
  • 2,028 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.