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Waypoint Wealth Counsel’s PNC Financial Services PNC Stock Holding History

Waypoint Wealth Counsel’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 		$634K Sell
3,047
-717
-19% -$156K 0.33% 55
2025
Q4 		$786K Buy
3,764
+427
+13% +$82.4K 0.29% 63
2025
Q3 		$671K Buy
3,337
+899
+37% +$178K 0.26% 61
2025
Q2 		$454K Buy
+2,438
New +$413K 0.23% 67

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

Waypoint Wealth Counsel's PNC Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its PNC Financial Services (PNC) stake by 19% in Q1 2026, selling an estimated $156K and leaving 3,047 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #55.

Waypoint Wealth Counsel first reported a position in PNC in Q2 2025 and has held it in 4 quarters since. The position peaked at $786K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Waypoint Wealth Counsel held 3,047 shares of PNC Financial Services worth $634K as of Q1 2026.
  • Waypoint Wealth Counsel sold 717 PNC Financial Services shares in Q1 2026, an estimated $156K.
  • PNC Financial Services made up 0.33% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #55 holding.
  • Waypoint Wealth Counsel first reported a position in PNC Financial Services in Q2 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's PNC Financial Services position peaked at $786K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.