WA
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Waverly Advisors’s PNC Financial Services PNC Stock Holding History

Waverly Advisors’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 		$10.5M Buy
50,424
+1,172
+2% +$255K 0.08% 243
2025
Q4 		$10.3M Buy
49,252
+27,939
+131% +$5.39M 0.08% 229
2025
Q3 		$4.28M Buy
21,313
+2,129
+11% +$421K 0.04% 346
2025
Q2 		$3.58M Buy
19,184
+1,832
+11% +$310K 0.04% 373
2025
Q1 		$3.05M Buy
17,352
+983
+6% +$186K 0.04% 390
2024
Q4 		$3.16M Buy
16,369
+11,903
+267% +$2.34M 0.05% 289
2024
Q3 		$826K Sell
4,466
-56
-1% -$9.82K 0.02% 479
2024
Q2 		$703K Buy
4,522
+1,093
+32% +$169K 0.01% 501
2024
Q1 		$554K Buy
3,429
+2,013
+142% +$303K 0.01% 462
2023
Q4 		$219K Buy
+1,416
New +$183K 0.01% 406
2021
Q4 		– Sell
-1,466
Closed -$301K – 214
2021
Q3 		$301K Buy
1,466
+76
+5% +$14.4K 0.03% 171
2021
Q2 		$265K Buy
+1,390
New +$261K 0.02% 163
2018
Q1 		– Sell
-2,489
Closed -$360K – 319
2017
Q4 		$360K Buy
2,489
+102
+4% +$14.1K 0.05% 176
2017
Q3 		$322K Sell
2,387
-53
-2% -$6.8K 0.07% 173
2017
Q2 		$305K Buy
2,440
+493
+25% +$59.5K 0.08% 175
2017
Q1 		$234K Buy
+1,947
New +$238K 0.06% 190
2015
Q4 		– Sell
-289
Closed -$26K – 325
2015
Q3 		$26K Buy
+289
New +$27.2K 0.02% 225
2014
Q4 		– Sell
-5,014
Closed -$429K – 609
2014
Q3 		$429K Hold
5,014
– – 0.23% 53
2014
Q2 		$446K Hold
5,014
– – 0.19% 60
2014
Q1 		$436K Hold
5,014
– – 0.2% 52
2013
Q4 		$389K Buy
+5,014
New +$376K 0.14% 87

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

Waverly Advisors's PNC Position: Q1 2026 in Review

Waverly Advisors increased its PNC Financial Services (PNC) stake by 2.4% in Q1 2026, buying an estimated $255K and bringing the position to 50,424 shares worth $10.5M. The position accounts for 0.08% of the portfolio, ranked #243.

Waverly Advisors first reported a position in PNC in Q4 2013 and has held it in 21 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Waverly Advisors held 50,424 shares of PNC Financial Services worth $10.5M as of Q1 2026.
  • Waverly Advisors bought 1,172 PNC Financial Services shares in Q1 2026, an estimated $255K.
  • PNC Financial Services made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #243 holding.
  • Waverly Advisors first reported a position in PNC Financial Services in Q4 2013 and has held it in 21 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.