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Wealthspire Advisors (New York)’s PNC Financial Services PNC Stock Holding History

Wealthspire Advisors (New York)’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 		$1.63M Sell
6,640
-2,543
-28% -$569K 0.01% 461
2026
Q1 		$1.91M Sell
9,183
-3,190
-26% -$695K 0.02% 295
2025
Q4 		$2.58M Buy
12,373
+6,565
+113% +$1.27M 0.02% 255
2025
Q3 		$1.17M Sell
5,808
-816
-12% -$161K 0.01% 360
2025
Q2 		$1.23M Buy
6,624
+281
+4% +$47.6K 0.01% 348
2025
Q1 		$1.11M Sell
6,343
-296
-4% -$55.9K 0.01% 362
2024
Q4 		$1.28M Buy
6,639
+337
+5% +$66.2K 0.01% 322
2024
Q3 		$1.16M Buy
6,302
+549
+10% +$96.3K 0.01% 348
2024
Q2 		$894K Sell
5,753
-45
-0.8% -$6.97K 0.01% 331
2024
Q1 		$937K Sell
5,798
-235
-4% -$35.4K 0.01% 327
2023
Q4 		$934K Buy
6,033
+124
+2% +$16.1K 0.01% 321
2023
Q3 		$725K Buy
5,909
+1,093
+23% +$138K 0.01% 332
2023
Q2 		$607K Sell
4,816
-295
-6% -$36.1K 0.01% 328
2023
Q1 		$650K Sell
5,111
-542
-10% -$81.7K 0.01% 315
2022
Q4 		$893K Buy
5,653
+629
+13% +$99K 0.02% 281
2022
Q3 		$751K Sell
5,024
-710
-12% -$115K 0.02% 272
2022
Q2 		$905K Buy
5,734
+1,209
+27% +$203K 0.02% 222
2022
Q1 		$835K Sell
4,525
-1,413
-24% -$286K 0.02% 210
2021
Q4 		$1.19M Buy
5,938
+182
+3% +$37K 0.03% 206
2021
Q3 		$1.13M Buy
5,756
+3,074
+115% +$581K 0.02% 229
2021
Q2 		$512K Sell
2,682
-5,512
-67% -$1.03M 0.01% 223
2021
Q1 		$1.44M Buy
8,194
+2,417
+42% +$399K 0.03% 215
2020
Q4 		$861K Buy
5,777
+2,946
+104% +$376K 0.03% 222
2020
Q3 		$311K Sell
2,831
-120
-4% -$12.9K 0.02% 235
2020
Q2 		$310K Sell
2,951
-5,003
-63% -$527K 0.02% 203
2020
Q1 		$761K Buy
7,954
+6,121
+334% +$822K 0.03% 234
2019
Q4 		$293K Buy
+1,833
New +$275K 0.02% 151
2019
Q1 		– Sell
-405
Closed -$47K – 604
2018
Q4 		$47K Buy
+405
New +$51.7K ﹤0.01% 195

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s PNC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its PNC Financial Services (PNC) stake by 28% in Q2 2026, selling an estimated $569K and leaving 6,640 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #461.

Wealthspire Advisors (New York) first reported a position in PNC in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.58M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,640 shares of PNC Financial Services worth $1.63M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 2,543 PNC Financial Services shares in Q2 2026, an estimated $569K.
  • PNC Financial Services made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #461 holding.
  • Wealthspire Advisors (New York) first reported a position in PNC Financial Services in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s PNC Financial Services position peaked at $2.58M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.