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
2024
Q4 		– Sell
-2,300
Closed -$17.3K – 3078
2024
Q3 		$17.3K Sell
2,300
-600
-21% -$105K ﹤0.01% 2678
2024
Q2 		$1.22K Hold
2,900
– – ﹤0.01% 2586
2024
Q1 		$2.9K Hold
2,900
– – ﹤0.01% 2446
2023
Q4 		$6.32K Buy
+2,900
New +$375K ﹤0.01% 2298

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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

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. 2,034 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.
  • 2,034 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.