WWM
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Western Wealth Management’s PNC Financial Services PNC Stock Holding History

Western Wealth Management’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 		$308K Sell
1,481
-193
-12% -$42K 0.01% 787
2025
Q4 		$349K Sell
1,674
-79
-5% -$15.2K 0.02% 617
2025
Q3 		$352K Buy
1,753
+2
+0.1% +$396 0.02% 545
2025
Q2 		$326K Sell
1,751
-248
-12% -$42K 0.02% 533
2025
Q1 		$351K Sell
1,999
-169
-8% -$31.9K 0.02% 481
2024
Q4 		$418K Buy
2,168
+267
+14% +$52.5K 0.03% 429
2024
Q3 		$351K Sell
1,901
-69
-4% -$12.1K 0.02% 552
2024
Q2 		$306K Buy
1,970
+241
+14% +$37.4K 0.02% 492
2024
Q1 		$279K Buy
1,729
+51
+3% +$7.69K 0.02% 525
2023
Q4 		$260K Sell
1,678
-244
-13% -$31.6K 0.02% 589
2023
Q3 		$236K Buy
1,922
+77
+4% +$9.69K 0.02% 566
2023
Q2 		$232K Buy
1,845
+263
+17% +$32.1K 0.02% 577
2023
Q1 		$201K Buy
1,582
+74
+5% +$11.2K 0.02% 609
2022
Q4 		$238K Sell
1,508
-3,283
-69% -$517K 0.02% 527
2022
Q3 		$714K Buy
4,791
+2,144
+81% +$347K 0.04% 391
2022
Q2 		$417K Buy
2,647
+215
+9% +$36K 0.02% 523
2022
Q1 		$449K Buy
2,432
+77
+3% +$15.6K 0.02% 559
2021
Q4 		$472K Buy
+2,355
New +$479K 0.05% 338
2021
Q2 		$432K Buy
+2,256
New +$423K 0.04% 393
2020
Q4 		– Sell
-2,110
Closed -$232K – 492
2020
Q3 		$232K Sell
2,110
-237
-10% -$25.5K 0.04% 382
2020
Q2 		$247K Buy
+2,347
New +$247K 0.04% 351
2019
Q4 		– Sell
-1,671
Closed -$234K – 418
2019
Q3 		$234K Sell
1,671
-582
-26% -$78.9K 0.05% 346
2019
Q2 		$306K Buy
2,253
+83
+4% +$11K 0.04% 302
2019
Q1 		$263K Buy
+2,170
New +$269K 0.06% 311

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

Western Wealth Management's PNC Position: Q1 2026 in Review

Western Wealth Management reduced its PNC Financial Services (PNC) stake by 12% in Q1 2026, selling an estimated $42K and leaving 1,481 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #787.

Western Wealth Management first reported a position in PNC in Q1 2019 and has held it in 24 quarters since. The position peaked at $714K in Q3 2022. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Western Wealth Management held 1,481 shares of PNC Financial Services worth $308K as of Q1 2026.
  • Western Wealth Management sold 193 PNC Financial Services shares in Q1 2026, an estimated $42K.
  • PNC Financial Services made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #787 holding.
  • Western Wealth Management first reported a position in PNC Financial Services in Q1 2019 and has held it in 24 quarters since.
  • Western Wealth Management's PNC Financial Services position peaked at $714K in Q3 2022.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.