Wealth Preservation Advisors’s PNC Financial Services PNC Stock Holding History

Wealth Preservation Advisors’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	$880K	Buy	3,576 +1,576	+79%	+$353K	0.5%	26
2026 Q1	$416K	Sell	2,000 -1,604	-45%	-$349K	0.35%	36
2025 Q4	$752K	Sell	3,604 -1	-0%	-$193	0.38%	28
2025 Q3	$724K	Sell	3,605 -13	-0.4%	-$2.57K	0.42%	26
2025 Q2	$674K	Sell	3,618 -2	-0.1%	-$338	0.42%	27
2025 Q1	$636K	Buy	+3,620	New	+$683K	0.45%	28

Other funds holding PNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Preservation Advisors's PNC Position: Q2 2026 in Review

Wealth Preservation Advisors increased its PNC Financial Services (PNC) stake by 79% in Q2 2026, buying an estimated $353K and bringing the position to 3,576 shares worth $880K. The position accounts for 0.5% of the portfolio, ranked #26.

Wealth Preservation Advisors first reported a position in PNC in Q1 2025 and has held it in 6 quarters since. 2,039 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Wealth Preservation Advisors held 3,576 shares of PNC Financial Services worth $880K as of Q2 2026.
Wealth Preservation Advisors bought 1,576 PNC Financial Services shares in Q2 2026, an estimated $353K.
PNC Financial Services made up 0.5% of Wealth Preservation Advisors's portfolio in Q2 2026, its #26 holding.
Wealth Preservation Advisors first reported a position in PNC Financial Services in Q1 2025 and has held it in 6 quarters since.
2,039 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.