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Portfolio (Quarterly) Guide ↗

PNC Financial Services Group, Inc.

· CIK 0000713676
13F Portfolio $201.8B AUM 17,255 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 265 New 2270 Added 1644 Reduced 212 Exited
Page 17 of 114  ·  2,270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CLS CELESTICA INC Technology 14,897.0 $5.4M 0.00% +3K +28.5% $364.80 -17.4%
322 ARM ARM HOLDINGS PLC Technology 15,279.0 $5.4M 0.00% +7K +76.9% $354.57 -29.7%
323 BLOCK INC 70,203.0 $5.3M 0.00% +566.0 +0.8% $76.00
324 ENTG ENTEGRIS INC Technology 29,482.0 $5.3M 0.00% +6K +27.6% $179.86 -19.8%
325 NDSN NORDSON CORP Industrials 17,547.0 $5.3M 0.00% +664.0 +3.9% $301.70 +2.7%
326 SUB ISHARES TR 48,802.0 $5.2M 0.00% +1K +2.5% $106.47 -0.2%
327 RVTY REVVITY INC Healthcare 46,666.0 $5.2M 0.00% +7K +18.7% $111.26 +7.4%
328 EIX EDISON INTL Utilities 69,138.0 $5.1M 0.00% +3K +3.8% $74.45 -1.4%
329 CVNA CARVANA CO Consumer Cyclical 77,860.0 $5.1M 0.00% +65K +507.5% $65.82 +7.0%
330 SE SEA LTD Consumer Cyclical 53,120.0 $5.1M 0.00% +5K +9.3% $95.83 +24.3%
331 AGZ ISHARES TR 46,486.0 $5.1M 0.00% +8K +20.4% $109.28 -0.4%
332 NTAP NETAPP INC Technology 32,650.0 $5.1M 0.00% +3K +10.7% $154.76 +25.7%
333 GL GLOBE LIFE INC Financial Services 28,067.0 $5.0M 0.00% +786.0 +2.9% $178.68 -4.0%
334 CHDN CHURCHILL DOWNS INC Consumer Cyclical 55,943.0 $5.0M 0.00% +3K +6.6% $89.64 +2.4%
335 LC HAPPEN INC Financial Services 240,508.0 $5.0M 0.00% +2K +0.8% $20.74 -3.8%
336 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 211,424.0 $5.0M 0.00% +7K +3.2% $23.58 +4.2%
337 ICLO INVESCO ACTIVELY 194,890.0 $5.0M 0.00% +165K +545.3% $25.58 +0.2%
338 MRNA MODERNA INC Healthcare 70,829.0 $5.0M 0.00% +946.0 +1.4% $70.03 +149.0%
339 TGTX TG THERAPEUTICS INC Healthcare 89,646.0 $4.9M 0.00% +78K +658.6% $54.94 -5.9%
340 CFR CULLEN FROST BANKERS INC Financial Services 31,481.0 $4.9M 0.00% +3K +8.7% $154.52 +6.6%
Page 17 of 114  ·  2,270 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 50.1%
Technology 15.6%
Financial Services 11.7%
Consumer Cyclical 5.3%
Industrials 5.0%
Communication Services 4.3%
Consumer Defensive 3.3%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%