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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
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 $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

Wealthspire Advisors (New York)'s PNC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its PNC Financial Services (PNC) stake by 26% in Q1 2026, selling an estimated $695K and leaving 9,183 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #295.

Wealthspire Advisors (New York) first reported a position in PNC in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.58M in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Wealthspire Advisors (New York) held 9,183 shares of PNC Financial Services worth $1.91M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,190 PNC Financial Services shares in Q1 2026, an estimated $695K.
  • PNC Financial Services made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #295 holding.
  • Wealthspire Advisors (New York) first reported a position in PNC Financial Services in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s PNC Financial Services position peaked at $2.58M in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.