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West Branch Capital’s PNC Financial Services PNC Stock Holding History

West Branch Capital’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 		$77.6K Sell
315
-110
-26% -$24.6K 0.02% 121
2026
Q1 		$88.4K Sell
425
-85
-17% -$18.5K 0.02% 112
2025
Q4 		$106K Buy
510
+85
+20% +$16.4K 0.03% 109
2025
Q3 		$85.4K Hold
425
– – 0.02% 123
2025
Q2 		$79.2K Sell
425
-2
-0.5% -$338 0.02% 124
2025
Q1 		$75.1K Hold
427
– – 0.03% 130
2024
Q4 		$82.3K Hold
427
– – 0.03% 131
2024
Q3 		$78.9K Buy
427
+2
+0.5% +$351 0.03% 133
2024
Q2 		$66.1K Hold
425
– – 0.02% 145
2024
Q1 		$68.7K Hold
425
– – 0.03% 145
2023
Q4 		$65.8K Hold
425
– – 0.03% 143
2023
Q3 		$52.2K Hold
425
– – 0.03% 156
2023
Q2 		$53.5K Hold
425
– – 0.03% 160
2023
Q1 		$54K Sell
425
-200
-32% -$30.2K 0.03% 161
2022
Q4 		$98.7K Sell
625
-394
-39% -$62K 0.06% 122
2022
Q3 		$152K Buy
1,019
+100
+11% +$16.2K 0.09% 90
2022
Q2 		$145K Buy
919
+15
+2% +$2.51K 0.08% 94
2022
Q1 		$167K Buy
904
+40
+5% +$8.09K 0.08% 94
2021
Q4 		$173K Hold
864
– – 0.07% 100
2021
Q3 		$169K Hold
864
– – 0.08% 95
2021
Q2 		$165K Buy
+864
New +$162K 0.08% 104

Other funds holding PNC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

West Branch Capital's PNC Position: Q2 2026 in Review

West Branch Capital reduced its PNC Financial Services (PNC) stake by 26% in Q2 2026, selling an estimated $24.6K and leaving 315 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #121.

West Branch Capital first reported a position in PNC in Q2 2021 and has held it in 21 quarters since. The position peaked at $173K in Q4 2021. 566 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • West Branch Capital held 315 shares of PNC Financial Services worth $77.6K as of Q2 2026.
  • West Branch Capital sold 110 PNC Financial Services shares in Q2 2026, an estimated $24.6K.
  • PNC Financial Services made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #121 holding.
  • West Branch Capital first reported a position in PNC Financial Services in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's PNC Financial Services position peaked at $173K in Q4 2021.
  • 566 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.