Wescott Financial Advisory Group’s PNC Financial Services PNC Stock Holding History

Wescott Financial Advisory Group’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	$383K	Buy	1,842 +197	+12%	+$42.9K	0.03%	141
2025 Q4	$343K	Buy	1,645 +17	+1%	+$3.28K	0.03%	150
2025 Q3	$327K	Buy	1,628 +22	+1%	+$4.35K	0.03%	144
2025 Q2	$299K	Buy	1,606 +42	+3%	+$7.11K	0.03%	144
2025 Q1	$275K	Sell	1,564 -15	-0.9%	-$2.83K	0.03%	148
2024 Q4	$305K	Sell	1,579 -1,147	-42%	-$225K	0.03%	143
2024 Q3	$504K	Sell	2,726 -1,533	-36%	-$269K	0.05%	112
2024 Q2	$662K	Buy	4,259 +17	+0.4%	+$2.63K	0.08%	98
2024 Q1	$685K	Buy	4,242 +873	+26%	+$132K	0.09%	92
2023 Q4	$522K	Sell	3,369 -42	-1%	-$5.44K	0.07%	102
2023 Q3	$419K	Buy	+3,411	New	+$429K	0.08%	105

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wescott Financial Advisory Group's PNC Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its PNC Financial Services (PNC) stake by 12% in Q1 2026, buying an estimated $42.9K and bringing the position to 1,842 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #141.

Wescott Financial Advisory Group first reported a position in PNC in Q3 2023 and has held it in 11 quarters since. The position peaked at $685K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Wescott Financial Advisory Group held 1,842 shares of PNC Financial Services worth $383K as of Q1 2026.
Wescott Financial Advisory Group bought 197 PNC Financial Services shares in Q1 2026, an estimated $42.9K.
PNC Financial Services made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #141 holding.
Wescott Financial Advisory Group first reported a position in PNC Financial Services in Q3 2023 and has held it in 11 quarters since.
Wescott Financial Advisory Group's PNC Financial Services position peaked at $685K in Q1 2024.
1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.