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 Q2	$444K	Sell	1,803 -39	-2%	-$8.73K	0.03%	142
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wescott Financial Advisory Group's PNC Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its PNC Financial Services (PNC) stake by 2.1% in Q2 2026, selling an estimated $8.73K and leaving 1,803 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #142.

Wescott Financial Advisory Group first reported a position in PNC in Q3 2023 and has held it in 12 quarters since. The position peaked at $685K in Q1 2024. 2,038 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Wescott Financial Advisory Group held 1,803 shares of PNC Financial Services worth $444K as of Q2 2026.
Wescott Financial Advisory Group sold 39 PNC Financial Services shares in Q2 2026, an estimated $8.73K.
PNC Financial Services made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #142 holding.
Wescott Financial Advisory Group first reported a position in PNC Financial Services in Q3 2023 and has held it in 12 quarters since.
Wescott Financial Advisory Group's PNC Financial Services position peaked at $685K in Q1 2024.
2,038 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.