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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 20 of 83  ·  1,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ALLE ALLEGION PLC Industrials 25,437.0 $3.6M 0.00% -675.0 -2.6% $140.49 +15.9%
382 ILMN ILLUMINA INC Healthcare 20,220.0 $3.6M 0.00% -766.0 -3.6% $175.83 +16.6%
383 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 31,285.0 $3.5M 0.00% -458.0 -1.4% $112.74 +10.7%
384 PAA PLAINS ALL AMERN PIPELINE L Energy 155,119.0 $3.5M 0.00% -960.0 -0.6% $22.26 +7.8%
385 AER AERCAP HOLDINGS NV Industrials 22,200.0 $3.2M 0.00% -74K -76.9% $145.78 +1.7%
386 XHB SPDR SERIES TRUST 27,948.0 $3.2M 0.00% -4K -12.2% $115.56 -6.3%
387 DFAC DIMENSIONAL ETF TRUST 72,451.0 $3.2M 0.00% -420.0 -0.6% $44.36 +3.2%
388 UMC UNITED MICROELECTRONICS CORP Technology 118,012.0 $3.2M 0.00% -49K -29.2% $27.21 -33.4%
389 MUSA MURPHY USA INC Consumer Cyclical 5,958.0 $3.2M 0.00% -432.0 -6.8% $538.87 +5.5%
390 STATE STR CORP DEP 147,249.0 $3.2M 0.00% -105K -41.6% $21.49
391 IHI ISHARES TR 63,955.0 $3.2M 0.00% -3K -4.5% $49.41 +14.6%
392 IYH ISHARES TR 47,015.0 $3.2M 0.00% -2K -4.1% $67.01 +10.9%
393 NFG NATIONAL FUEL GAS CO Energy 40,325.0 $3.1M 0.00% -811.0 -2.0% $77.21 +8.3%
394 LECO LINCOLN ELEC HLDGS INC Industrials 11,686.0 $3.1M 0.00% -268.0 -2.2% $265.51 +5.3%
395 WY WEYERHAEUSER CO Real Estate 127,845.0 $3.1M 0.00% -24K -15.7% $23.94 +2.8%
396 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 77,755.0 $3.0M 0.00% -12K -13.8% $38.73 +57.3%
397 SFBS SERVISFIRST BANCSHARES INC Financial Services 33,969.0 $2.9M 0.00% -247.0 -0.7% $86.75 +1.2%
398 CORPAY INC 8,837.0 $2.9M 0.00% -612.0 -6.5% $333.27
399 ALC ALCON AG Healthcare 43,717.0 $2.9M 0.00% -4K -8.0% $67.10 +10.7%
400 LSCC LATTICE SEMICONDUCTOR CORP Technology 19,162.0 $2.9M 0.00% -174.0 -0.9% $152.96 -23.1%
Page 20 of 83  ·  1,644 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%