Windward Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Windward Private 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 Q2	$266K	Hold	1,080	–	–	0.09%	41
2026 Q1	$225K	Hold	1,080	–	–	0.08%	41
2025 Q4	$225K	Hold	1,080	–	–	0.08%	43
2025 Q3	$217K	Hold	1,080	–	–	0.07%	42
2025 Q2	$201K	Buy	+1,080	New	+$183K	0.07%	42
2025 Q1	–	Sell	-1,080	Closed	-$208K	–	46
2024 Q4	$208K	Buy	+1,080	New	+$212K	0.08%	44

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

Windward Private Wealth Management's PNC Position: Q2 2026 in Review

Windward Private Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2026 at 1,080 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #41.

Windward Private Wealth Management first reported a position in PNC in Q4 2024 and has held it in 6 quarters since. 2,021 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

Windward Private Wealth Management held 1,080 shares of PNC Financial Services worth $266K as of Q2 2026.
Windward Private Wealth Management left its PNC Financial Services share count unchanged in Q2 2026.
PNC Financial Services made up 0.09% of Windward Private Wealth Management's portfolio in Q2 2026, its #41 holding.
Windward Private Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 6 quarters since.
2,021 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.