Wealth Enhancement Advisory Services
PNC icon

Wealth Enhancement Advisory Services’s PNC Financial Services PNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$71M Buy
291,021
+36,737
+14% +$8.23M 0.12% 154
2026
Q1 		$52M Sell
254,284
-86,023
-25% -$18.7M 0.11% 179
2025
Q4 		$74.2M Buy
340,307
+3,378
+1% +$652K 0.1% 195
2025
Q3 		$65.3M Buy
336,929
+10,645
+3% +$2.11M 0.1% 199
2025
Q2 		$64.1M Buy
326,284
+47,880
+17% +$8.1M 0.11% 189
2025
Q1 		$48.9M Sell
278,404
-130,051
-32% -$24.5M 0.09% 208
2024
Q4 		$78.8M Buy
408,455
+141,880
+53% +$27.9M 0.15% 135
2024
Q3 		$49.3M Sell
266,575
-2,078
-0.8% -$364K 0.11% 190
2024
Q2 		$41.8M Buy
268,653
+1,233
+0.5% +$191K 0.1% 203
2024
Q1 		$43.2M Buy
267,420
+2,704
+1% +$408K 0.11% 186
2023
Q4 		$41M Buy
264,716
+5,089
+2% +$659K 0.12% 173
2023
Q3 		$31.9M Buy
259,627
+254,058
+4,562% +$32M 0.1% 200
2023
Q2 		$701K Buy
5,569
+265
+5% +$32.4K 0.01% 311
2023
Q1 		$674K Buy
5,304
+1,842
+53% +$278K 0.01% 357
2022
Q4 		$564K Sell
3,462
-29,242
-89% -$4.6M 0.01% 265
2022
Q3 		$4.95M Sell
32,704
-5,876
-15% -$952K 0.07% 117
2022
Q2 		$6.23M Buy
38,580
+28,336
+277% +$4.75M 0.09% 110
2022
Q1 		$1.87M Buy
10,244
+442
+5% +$89.4K 0.03% 195
2021
Q4 		$2.02M Buy
9,802
+105
+1% +$21.4K 0.03% 172
2021
Q3 		$2.1M Buy
9,697
+6,395
+194% +$1.21M 0.03% 144
2021
Q2 		$626K Sell
3,302
-28
-0.8% -$5.25K 0.01% 223
2021
Q1 		$591K Buy
+3,330
New +$549K 0.01% 221
2018
Q4 		– Sell
-20,067
Closed -$2.35M – 202
2018
Q3 		$2.35M Buy
+20,067
New +$2.85M 0.14% 52
2018
Q2 		– Sell
-27,935
Closed -$4.26M – 188
2018
Q1 		$4.26M Buy
+27,935
New +$4.34M 0.29% 39

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's PNC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PNC Financial Services (PNC) stake by 14% in Q2 2026, buying an estimated $8.23M and bringing the position to 291,021 shares worth $71M. The position accounts for 0.12% of the portfolio, ranked #154.

Wealth Enhancement Advisory Services first reported a position in PNC in Q1 2018 and has held it in 24 quarters since. The position peaked at $78.8M in Q4 2024. 632 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 291,021 shares of PNC Financial Services worth $71M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 36,737 PNC Financial Services shares in Q2 2026, an estimated $8.23M.
  • PNC Financial Services made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #154 holding.
  • Wealth Enhancement Advisory Services first reported a position in PNC Financial Services in Q1 2018 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's PNC Financial Services position peaked at $78.8M in Q4 2024.
  • 632 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.