Wharton Business Group’s PNC Financial Services PNC Stock Holding History

Wharton Business 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 Q1	$553K	Hold	2,656	–	–	0.02%	93
2025 Q4	$554K	Hold	2,656	–	–	0.02%	97
2025 Q3	$534K	Hold	2,656	–	–	0.02%	97
2025 Q2	$477K	Hold	2,656	–	–	0.02%	102
2025 Q1	$467K	Hold	2,656	–	–	0.02%	97
2024 Q4	$512K	Hold	2,656	–	–	0.02%	95
2024 Q3	$491K	Buy	2,656 +964	+57%	+$169K	0.02%	103
2024 Q2	$263K	Sell	1,692 -964	-36%	-$149K	0.01%	122
2024 Q1	$429K	Hold	2,656	–	–	0.02%	102
2023 Q4	$411K	Hold	2,656	–	–	0.02%	101
2023 Q3	$326K	Hold	2,656	–	–	0.02%	113
2023 Q2	$335K	Hold	2,656	–	–	0.02%	105
2023 Q1	$337K	Hold	2,656	–	–	0.02%	109
2022 Q4	$419K	Hold	2,656	–	–	0.02%	100
2022 Q3	$397K	Hold	2,656	–	–	0.03%	93
2022 Q2	$419K	Hold	2,656	–	–	0.03%	92
2022 Q1	$490K	Hold	2,656	–	–	0.03%	90
2021 Q4	$583K	Buy	+2,656	New	+$541K	0.04%	84
2021 Q3	–	Sell	-2,656	Closed	-$507K	–	118
2021 Q2	$507K	Hold	2,656	–	–	0.04%	79
2021 Q1	$466K	Hold	2,656	–	–	0.04%	79
2020 Q4	$396K	Hold	2,656	–	–	0.03%	86
2020 Q3	$292K	Hold	2,656	–	–	0.03%	93
2020 Q2	$279K	Hold	2,656	–	–	0.03%	94
2020 Q1	$254K	Hold	2,656	–	–	0.03%	88
2019 Q4	$424K	Hold	2,656	–	–	0.04%	73
2019 Q3	$372K	Hold	2,656	–	–	0.04%	73
2019 Q2	$365K	Hold	2,656	–	–	0.04%	76
2019 Q1	$326K	Hold	2,656	–	–	0.03%	80
2018 Q4	$311K	Hold	2,656	–	–	0.04%	81
2018 Q3	$362K	Hold	2,656	–	–	0.04%	80
2018 Q2	$359K	Buy	2,656 +25	+1%	+$3.65K	0.04%	79
2018 Q1	$398K	Hold	2,631	–	–	0.04%	75
2017 Q4	$347K	Hold	2,631	–	–	0.04%	82
2017 Q3	$355K	Hold	2,631	–	–	0.04%	85
2017 Q2	$329K	Hold	2,631	–	–	0.04%	90
2017 Q1	$316K	Sell	2,631 -155	-6%	-$19K	0.03%	93
2016 Q4	$326K	Hold	2,786	–	–	0.04%	94
2016 Q3	$251K	Hold	2,786	–	–	0.03%	104
2016 Q2	$227K	Sell	2,786 -985	-26%	-$84.7K	0.03%	118
2016 Q1	$319K	Sell	3,771 -235	-6%	-$20K	0.04%	105
2015 Q4	$382K	Hold	4,006	–	–	0.04%	103
2015 Q3	$357K	Hold	4,006	–	–	0.04%	106
2015 Q2	$383	Hold	4,006	–	–	0.03%	111
2015 Q1	$374K	Hold	4,006	–	–	0.03%	115
2014 Q4	$365K	Hold	4,006	–	–	0.03%	114
2014 Q3	$343K	Buy	4,006 +1,692	+73%	+$144K	0.03%	126
2014 Q2	$206K	Hold	2,314	–	–	0.02%	138
2014 Q1	$201K	Buy	+2,314	New	+$189K	0.02%	148

Other funds holding PNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wharton Business Group's PNC Position: Q1 2026 in Review

Wharton Business Group held its PNC Financial Services (PNC) position steady in Q1 2026 at 2,656 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #93.

Wharton Business Group first reported a position in PNC in Q1 2014 and has held it in 48 quarters since. The position peaked at $583K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

Wharton Business Group held 2,656 shares of PNC Financial Services worth $553K as of Q1 2026.
Wharton Business Group left its PNC Financial Services share count unchanged in Q1 2026.
PNC Financial Services made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #93 holding.
Wharton Business Group first reported a position in PNC Financial Services in Q1 2014 and has held it in 48 quarters since.
Wharton Business Group's PNC Financial Services position peaked at $583K in Q4 2021.
1,916 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.