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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthPlan Investment Management's PNC Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in PNC Financial Services (PNC) in Q1 2026: 12,278 shares worth $2.55M. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in PNC as recently as Q4 2022.

WealthPlan Investment Management first reported a position in PNC in Q1 2022 and has held it in 4 quarters since. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • WealthPlan Investment Management held 12,278 shares of PNC Financial Services worth $2.55M as of Q1 2026.
  • PNC Financial Services was a new WealthPlan Investment Management position in Q1 2026.
  • PNC Financial Services made up 0.14% of WealthPlan Investment Management's portfolio in Q1 2026, its #134 holding.
  • WealthPlan Investment Management first reported a position in PNC Financial Services in Q1 2022 and has held it in 4 quarters since.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.