Wealthquest’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303K Buy
1,230
+35
+3% +$7.84K 0.02% 137
2026
Q1
$249K Buy
1,195
+76
+7% +$16.5K 0.02% 133
2025
Q4
$234K Buy
+1,119
New +$216K 0.02% 130
2025
Q3
Sell
-1,123
Closed -$209K 107
2025
Q2
$209K Buy
+1,123
New +$190K 0.02% 132
2025
Q1
Sell
-1,181
Closed -$228K 140
2024
Q4
$228K Hold
1,181
0.02% 116
2024
Q3
$212K Buy
+1,181
New +$207K 0.02% 123
2022
Q2
Sell
-1,211
Closed -$242K 138
2022
Q1
$242K Hold
1,211
0.04% 129
2021
Q4
$242K Buy
1,211
+131
+12% +$26.7K 0.04% 129
2021
Q3
$211K Hold
1,080
0.04% 126
2021
Q2
$206K Buy
+1,080
New +$203K 0.04% 143
2019
Q4
$219K Buy
+1,374
New +$206K 0.06% 126
2019
Q1
Sell
-1,860
Closed -$253K 137
2018
Q4
$253K Buy
+1,860
New +$237K 0.1% 106

Other funds holding PNC

Wealthquest's PNC Position: Q2 2026 in Review

Wealthquest increased its PNC Financial Services (PNC) stake by 2.9% in Q2 2026, buying an estimated $7.84K and bringing the position to 1,230 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #137.

Wealthquest first reported a position in PNC in Q4 2018 and has held it in 12 quarters since. 693 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Wealthquest held 1,230 shares of PNC Financial Services worth $303K as of Q2 2026.
  • Wealthquest bought 35 PNC Financial Services shares in Q2 2026, an estimated $7.84K.
  • PNC Financial Services made up 0.02% of Wealthquest's portfolio in Q2 2026, its #137 holding.
  • Wealthquest first reported a position in PNC Financial Services in Q4 2018 and has held it in 12 quarters since.
  • 693 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.