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Westover Capital Advisors’s PNC Financial Services PNC Stock Holding History

Westover Capital 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
Q1 		$585K Hold
2,809
– – 0.11% 130
2025
Q4 		$586K Sell
2,809
-5
-0.2% -$965 0.11% 136
2025
Q3 		$565K Sell
2,814
-30
-1% -$5.93K 0.1% 138
2025
Q2 		$530K Hold
2,844
– – 0.11% 138
2025
Q1 		$500K Sell
2,844
-3
-0.1% -$566 0.11% 142
2024
Q4 		$549K Sell
2,847
-75
-3% -$14.7K 0.12% 138
2024
Q3 		$540K Hold
2,922
– – 0.1% 138
2024
Q2 		$454K Buy
2,922
+1,600
+121% +$248K 0.12% 141
2024
Q1 		$214K Hold
1,322
– – 0.06% 173
2023
Q4 		$205K Buy
+1,322
New +$171K 0.07% 170
2023
Q2 		– Sell
-2,422
Closed -$308K – 186
2023
Q1 		$308K Buy
2,422
+922
+61% +$139K 0.11% 131
2022
Q4 		$237K Buy
1,500
+46
+3% +$7.24K 0.09% 136
2022
Q3 		$217K Sell
1,454
-36
-2% -$5.83K 0.08% 147
2022
Q2 		$235K Sell
1,490
-4
-0.3% -$670 0.09% 150
2022
Q1 		$276K Hold
1,494
– – 0.09% 153
2021
Q4 		$300K Hold
1,494
– – 0.09% 150
2021
Q3 		$292K Hold
1,494
– – 0.09% 143
2021
Q2 		$285K Sell
1,494
-22
-1% -$4.13K 0.09% 147
2021
Q1 		$266K Buy
1,516
+58
+4% +$9.57K 0.09% 141
2020
Q4 		$217K Buy
+1,458
New +$186K 0.08% 143
2015
Q3 		– Sell
-4,166
Closed -$398K – 94
2015
Q2 		$398K Sell
4,166
-111
-3% -$10.5K 0.32% 70
2015
Q1 		$399K Sell
4,277
-340
-7% -$30.7K 0.32% 71
2014
Q4 		$421K Hold
4,617
– – 0.36% 66
2014
Q3 		$395K Buy
4,617
+30
+0.7% +$2.55K 0.32% 72
2014
Q2 		$408K Buy
4,587
+372
+9% +$31.8K 0.34% 69
2014
Q1 		$367K Buy
4,215
+1,436
+52% +$117K 0.34% 67
2013
Q4 		$216K Buy
+2,779
New +$208K 0.21% 76

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

Westover Capital Advisors's PNC Position: Q1 2026 in Review

Westover Capital Advisors held its PNC Financial Services (PNC) position steady in Q1 2026 at 2,809 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #130.

Westover Capital Advisors first reported a position in PNC in Q4 2013 and has held it in 27 quarters since. The position peaked at $586K in Q4 2025. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Westover Capital Advisors held 2,809 shares of PNC Financial Services worth $585K as of Q1 2026.
  • Westover Capital Advisors left its PNC Financial Services share count unchanged in Q1 2026.
  • PNC Financial Services made up 0.11% of Westover Capital Advisors's portfolio in Q1 2026, its #130 holding.
  • Westover Capital Advisors first reported a position in PNC Financial Services in Q4 2013 and has held it in 27 quarters since.
  • Westover Capital Advisors's PNC Financial Services position peaked at $586K in Q4 2025.
  • 1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.