West Financial Advisors’s PNC Financial Services PNC Stock Holding History

West Financial Advisors’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	$42.8K	Hold	174	–	–	0.01%	109
2026 Q1	$36.2K	Hold	174	–	–	0.01%	109
2025 Q4	$36.3K	Hold	174	–	–	0.01%	109
2025 Q3	$35K	Hold	174	–	–	0.01%	117
2025 Q2	$32.4K	Hold	174	–	–	0.01%	121
2025 Q1	$30.6K	Hold	174	–	–	0.01%	117
2024 Q4	$33.6K	Hold	174	–	–	0.01%	116
2024 Q3	$32.2K	Hold	174	–	–	0.01%	109
2024 Q2	$27.1K	Hold	174	–	–	0.01%	99
2024 Q1	$28.1K	Hold	174	–	–	0.01%	99
2023 Q4	$26.9K	Hold	174	–	–	0.01%	100
2023 Q3	$21.4K	Hold	174	–	–	0.01%	108
2023 Q2	$21.9K	Hold	174	–	–	0.01%	104
2023 Q1	$22.1K	Hold	174	–	–	0.01%	101
2022 Q4	$27.5K	Hold	174	–	–	0.01%	95
2022 Q3	$26K	Buy	+174	New	+$28.2K	0.01%	121

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

West Financial Advisors's PNC Position: Q2 2026 in Review

West Financial Advisors held its PNC Financial Services (PNC) position steady in Q2 2026 at 174 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #109.

West Financial Advisors first reported a position in PNC in Q3 2022 and has held it in 16 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

West Financial Advisors held 174 shares of PNC Financial Services worth $42.8K as of Q2 2026.
West Financial Advisors left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #109 holding.
West Financial Advisors first reported a position in PNC Financial Services in Q3 2022 and has held it in 16 quarters since.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.