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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
Q2 		$563K Sell
2,287
-760
-25% -$170K 0.35% 49
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 $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

Waypoint Wealth Counsel's PNC Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its PNC Financial Services (PNC) stake by 25% in Q2 2026, selling an estimated $170K and leaving 2,287 shares worth $563K. The position accounts for 0.35% of the portfolio, ranked #49.

Waypoint Wealth Counsel first reported a position in PNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $786K in Q4 2025. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Waypoint Wealth Counsel held 2,287 shares of PNC Financial Services worth $563K as of Q2 2026.
  • Waypoint Wealth Counsel sold 760 PNC Financial Services shares in Q2 2026, an estimated $170K.
  • PNC Financial Services made up 0.35% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #49 holding.
  • Waypoint Wealth Counsel first reported a position in PNC Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's PNC Financial Services position peaked at $786K in Q4 2025.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.