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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 39 of 114  ·  2,270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ACA ARCOSA INC Industrials 5,434.0 $790K +166.0 +3.1% $145.29 -0.3%
762 VOD VODAFONE GROUP PLC Communication Services 59,685.0 $789K +6K +12.2% $13.22 +20.7%
763 PEN PENUMBRA INC Healthcare 2,499.0 $789K +138.0 +5.8% $315.75 +3.0%
764 SNEX STONEX GROUP INC Financial Services 6,625.0 $785K +782.0 +13.4% $118.49 -42.2%
765 USAR USA RARE EARTH INC Basic Materials 36,351.0 $784K +3K +8.6% $21.58 -10.8%
766 SUPN SUPERNUS PHARMACEUTICALS Healthcare 16,611.0 $773K +2K +14.2% $46.51 -1.4%
767 TKC TURKCELL ILETISIM Communication Services 127,542.0 $750K +13K +11.3% $5.88 -7.1%
768 AMH AMERICAN HOMES 4 RENT Real Estate 22,298.0 $747K +1K +6.4% $33.52 +2.5%
769 OKLO OKLO INC Utilities 14,196.0 $743K +3K +24.0% $52.33 -19.6%
770 CX CEMEX SA EURO MTN BE 144A Basic Materials 61,703.0 $740K +8K +15.6% $12.00 -7.4%
771 NUDM NUSHARES ETF TR 18,372.0 $735K +483.0 +2.7% $40.02 +3.4%
772 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 8,798.0 $734K +1K +18.5% $83.48 +9.6%
773 AYI ACUITY INC Industrials 1,943.0 $732K +113.0 +6.2% $376.69 -8.9%
774 RDN RADIAN GROUP INC Financial Services 19,350.0 $729K +294.0 +1.5% $37.67 -2.9%
775 VNT VONTIER CORPORATION Technology 24,995.0 $725K +2K +7.5% $29.00 +13.7%
776 ELAN ELANCO ANIMAL HEALTH INC Healthcare 29,412.0 $724K +3K +11.6% $24.61 -2.6%
777 LQDA LIQUIDIA CORPORATION Healthcare 9,070.0 $723K +3K +43.1% $79.73 -13.9%
778 MTH MERITAGE HOMES CORP Consumer Cyclical 8,621.0 $723K +2K +25.5% $83.85 -14.5%
779 BIDU BAIDU INC Communication Services 6,293.0 $719K +379.0 +6.4% $114.29 -18.4%
780 PLUS EPLUS INC Technology 8,623.0 $718K +326.0 +3.9% $83.23 +4.4%
Page 39 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%