WealthPlan Investment Management’s PNC Financial Services PNC Stock Holding History

WealthPlan Investment Management’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	$3.05M	Buy	12,380 +102	+0.8%	+$22.8K	0.15%	126
2026 Q1	$2.55M	Buy	+12,278	New	+$2.67M	0.14%	134
2023 Q1	–	Sell	-12,596	Closed	-$2.03M	–	533
2022 Q4	$2.03M	Sell	12,596 -4	-0%	-$630	0.14%	120
2022 Q3	$1.95M	Buy	+12,600	New	+$2.04M	0.14%	114
2022 Q1	$2.16M	Buy	+13,001	New	+$2.63M	0.15%	117

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's PNC Position: Q2 2026 in Review

WealthPlan Investment Management increased its PNC Financial Services (PNC) stake by 0.83% in Q2 2026, buying an estimated $22.8K and bringing the position to 12,380 shares worth $3.05M. The position accounts for 0.15% of the portfolio, ranked #126.

WealthPlan Investment Management first reported a position in PNC in Q1 2022 and has held it in 5 quarters since. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

WealthPlan Investment Management held 12,380 shares of PNC Financial Services worth $3.05M as of Q2 2026.
WealthPlan Investment Management bought 102 PNC Financial Services shares in Q2 2026, an estimated $22.8K.
PNC Financial Services made up 0.15% of WealthPlan Investment Management's portfolio in Q2 2026, its #126 holding.
WealthPlan Investment Management first reported a position in PNC Financial Services in Q1 2022 and has held it in 5 quarters since.
2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.