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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 34 of 83  ·  1,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LAD LITHIA MTRS INC Consumer Cyclical 1,634.0 $475K -24.0 -1.4% $290.51 +27.6%
662 KBH KB HOME Consumer Cyclical 7,577.0 $474K -573.0 -7.0% $62.59 -11.5%
663 MCHI ISHARES TR 9,292.0 $474K -10K -51.9% $51.02 +9.1%
664 ICSH ISHARES TR 9,244.0 $468K -4K -31.4% $50.58 -0.1%
665 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 9,041.0 $467K -369.0 -3.9% $51.60 +8.9%
666 SBRA SABRA HEALTH CARE REIT INC Real Estate 23,742.0 $463K -2K -7.2% $19.51 +4.5%
667 GNR SPDR INDEX SHS FDS 6,822.0 $459K -1K -14.7% $67.31 +17.8%
668 CXT CRANE NXT CO Industrials 8,974.0 $459K -451.0 -4.8% $51.16 -1.9%
669 BHE BENCHMARK ELECTRS INC Technology 4,576.0 $452K -677.0 -12.9% $98.67 -26.4%
670 NVDU DIREXION SHARES ETF TRUST 3,800.0 $450K -2K -30.5% $118.53 +11.9%
671 BEACON FINANCIAL CORP. 14,711.0 $448K -158.0 -1.1% $30.45
672 FEX FIRST TR EXCHANGE-TRADED ALP 3,197.0 $447K -90.0 -2.7% $139.87 -0.0%
673 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 32,320.0 $447K -12K -27.4% $13.83 +5.6%
674 OGN ORGANON & CO Healthcare 32,899.0 $445K -45K -58.0% $13.54 +1.6%
675 REZI RESIDEO TECHNOLOGIES INC Industrials 14,183.0 $441K -476.0 -3.2% $31.10 -34.8%
676 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,798.0 $440K -282.0 -13.6% $244.77 -15.1%
677 SPIB SPDR SERIES TRUST 13,011.0 $435K -528.0 -3.9% $33.46 -1.1%
678 CALX CALIX INC Technology 11,647.0 $435K -2K -13.1% $37.32 +7.5%
679 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,678.0 $434K -141.0 -2.4% $76.43 -6.2%
680 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,766.0 $431K -920.0 -19.6% $114.41 -16.1%
Page 34 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 50.5%
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%