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Wealth Management Associates’s PNC Financial Services PNC Stock Holding History

Wealth Management Associates’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 		$342K Hold
1,390
– – 0.09% 178
2026
Q1 		$289K Hold
1,390
– – 0.1% 187
2025
Q4 		$290K Hold
1,390
– – 0.1% 184
2025
Q3 		$279K Hold
1,390
– – 0.1% 181
2025
Q2 		$259K Hold
1,390
– – 0.1% 181
2025
Q1 		$244K Hold
1,390
– – 0.1% 177
2024
Q4 		$268K Hold
1,390
– – 0.11% 167
2024
Q3 		$257K Hold
1,390
– – 0.11% 171
2024
Q2 		$216K Hold
1,390
– – 0.1% 185
2024
Q1 		$216K Sell
1,390
-79
-5% -$11.9K 0.1% 185
2023
Q4 		$227K Buy
+1,469
New +$190K 0.12% 173
2023
Q1 		– Sell
-1,379
Closed -$218K – 200
2022
Q4 		$218K Buy
+1,379
New +$217K 0.15% 165
2022
Q2 		– Sell
-1,489
Closed -$275K – 191
2022
Q1 		$275K Sell
1,489
-141
-9% -$28.5K 0.16% 152
2021
Q4 		$327K Buy
1,630
+178
+12% +$36.2K 0.18% 145
2021
Q3 		$284K Buy
1,452
+40
+3% +$7.56K 0.17% 142
2021
Q2 		$269K Buy
+1,412
New +$265K 0.15% 155

Other funds holding PNC

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Management Associates's PNC Position: Q2 2026 in Review

Wealth Management Associates held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,390 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #178.

Wealth Management Associates first reported a position in PNC in Q2 2021 and has held it in 16 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Wealth Management Associates held 1,390 shares of PNC Financial Services worth $342K as of Q2 2026.
  • Wealth Management Associates left its PNC Financial Services share count unchanged in Q2 2026.
  • PNC Financial Services made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #178 holding.
  • Wealth Management Associates first reported a position in PNC Financial Services in Q2 2021 and has held it in 16 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.