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Waterloo Capital’s PNC Financial Services PNC Stock Holding History

Waterloo Capital’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
Q1 		$477K Sell
2,290
-26
-1% -$5.66K 0.03% 314
2025
Q4 		$483K Sell
2,316
-387
-14% -$74.7K 0.03% 298
2025
Q3 		$543K Buy
2,703
+539
+25% +$107K 0.04% 263
2025
Q2 		$403K Buy
+2,164
New +$366K 0.03% 305

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waterloo Capital's PNC Position: Q1 2026 in Review

Waterloo Capital reduced its PNC Financial Services (PNC) stake by 1.1% in Q1 2026, selling an estimated $5.66K and leaving 2,290 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #314.

Waterloo Capital first reported a position in PNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $543K in Q3 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Waterloo Capital held 2,290 shares of PNC Financial Services worth $477K as of Q1 2026.
  • Waterloo Capital sold 26 PNC Financial Services shares in Q1 2026, an estimated $5.66K.
  • PNC Financial Services made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #314 holding.
  • Waterloo Capital first reported a position in PNC Financial Services in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's PNC Financial Services position peaked at $543K in Q3 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.