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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 32 of 114  ·  2,270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DINO HF SINCLAIR CORP Energy 16,954.0 $1.2M 0.00% +444.0 +2.7% $69.65 +39.7%
622 USFD US FOODS HLDG CORP Consumer Defensive 11,511.0 $1.2M 0.00% +2K +16.5% $102.25 +7.2%
623 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 30,452.0 $1.2M 0.00% +10K +45.5% $38.50 +2.7%
624 FRME FIRST MERCHANTS CORP Financial Services 26,797.0 $1.2M 0.00% +1K +4.3% $43.69 -3.8%
625 ANGLOGOLD ASHANTI PLC 14,411.0 $1.2M 0.00% +1K +8.3% $80.89
626 EXEL EXELIXIS INC Healthcare 21,331.0 $1.2M 0.00% +1K +7.2% $54.41 -0.6%
627 CHE CHEMED CORP NEW Healthcare 2,478.0 $1.2M 0.00% +485.0 +24.3% $465.74 +16.1%
628 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 22,739.0 $1.2M 0.00% +2K +7.3% $50.71 -2.2%
629 EQH EQUITABLE HLDGS INC Financial Services 26,259.0 $1.2M 0.00% +1K +4.0% $43.88 +11.4%
630 AFRM AFFIRM HLDGS INC Technology 14,116.0 $1.2M 0.00% +3K +21.6% $81.55 -5.5%
631 IGRO ISHARES TR INTL DIV 13,064.0 $1.1M 0.00% +2K +13.5% $87.93 +5.5%
632 ALGM ALLEGRO MICROSYSTEMS INC Technology 16,456.0 $1.1M 0.00% +3K +18.0% $69.62 -46.6%
633 UDR UDR INC Real Estate 28,694.0 $1.1M 0.00% +241.0 +0.8% $39.92 -5.4%
634 RDDT REDDIT INC Communication Services 6,588.0 $1.1M 0.00% +143.0 +2.2% $173.58 -11.7%
635 HALO HALOZYME THERAPEUTICS INC Healthcare 14,582.0 $1.1M 0.00% +3K +22.9% $78.27 +38.2%
636 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,934.0 $1.1M 0.00% +2K +37.5% $164.27 +0.8%
637 MSTR STRATEGY INC Technology 13,072.0 $1.1M 0.00% +407.0 +3.2% $86.93 +37.2%
638 FNOV FIRST TR EXCHNG 19,402.0 $1.1M 0.00% +809.0 +4.3% $58.49 +2.0%
639 EXP EAGLE MATLS INC Basic Materials 5,031.0 $1.1M 0.00% +507.0 +11.2% $225.02 -8.0%
640 GRUPO CIBEST SA 14,224.0 $1.1M 0.00% +628.0 +4.6% $79.43
Page 32 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 50.5%
Technology 15.8%
Financial Services 11.7%
Consumer Cyclical 5.4%
Industrials 5.1%
Communication Services 3.6%
Consumer Defensive 3.3%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%