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PNC FINANCIAL SERVICES GROUP, INC.

THE TOWER AT PNC PLAZA 300 FIFTH AVENUE, PITTSBURGH, PA 15222-2401 • 888-762-2265

Q2 2026 · Filed 2026-08-07
Market Value
$201.6B
+16.7%
Holdings
5,309
+51
New Purchases
253
Added To
2,359
Closed
189
Reduced
1,742
Top 10 Concentration
47.7%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 30.54% 27.34% +3.20% $61.6B
LRCX 0.57% 0.33% +0.24% $1.1B
AVLV 0.85% 0.62% +0.23% $1.7B
MU 0.29% 0.10% +0.19% $586M
INTC 0.25% 0.09% +0.16% $510M
AMD 0.20% 0.05% +0.15% $398M
TXN 0.26% 0.15% +0.10% $521M
AMAT 0.21% 0.11% +0.10% $433M
CSCO 0.39% 0.30% +0.09% $790M
HONIV 0.08% 0.00% +0.08% $167M
HONAV 0.08% 0.00% +0.08% $165M
QQQ 1.05% 0.99% +0.06% $2.1B
GOOGL 1.52% 1.46% +0.06% $3.1B
TSM 0.25% 0.21% +0.05% $509M
UNH 0.18% 0.14% +0.04% $366M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XONA.DE 0.66% 1.01% -0.35% $1.3B
MSFT 1.71% 1.96% -0.25% $3.4B
IVV 5.73% 5.93% -0.20% $11.5B
AIQ 0.58% 0.73% -0.16% $1.2B
CVX 0.32% 0.47% -0.15% $647M
ERIE 0.57% 0.71% -0.14% $1.2B
VFC 0.60% 0.73% -0.13% $1.2B
MCD 0.34% 0.47% -0.13% $689M
PG 0.52% 0.64% -0.12% $1.0B
JNJ 0.71% 0.81% -0.10% $1.4B
PEP 0.26% 0.36% -0.10% $521M
AAPL 2.70% 2.79% -0.09% $5.4B
NEE 0.26% 0.35% -0.08% $534M
LMT 0.10% 0.18% -0.08% $211M
JPM 1.06% 1.13% -0.08% $2.1B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 41.5%
Healthcare 31.0%
Technology 9.7%
Consumer Cyclical 4.0%
Industrials 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 131 $128.5B 63.7%
Large Cap 1,429 $65.2B 32.3%
Mid Cap 1,501 $6.7B 3.3%
Small Cap 1,577 $923M 0.5%
Micro Cap 671 $210M 0.1%

Portfolio Analytics

Avg Market Cap
$36.1B
Median Market Cap
$3.0B
Avg P/E
29.9
Median P/E
18.1
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
3,908
# ETFs / Funds
1,401

Top Holdings (5,309 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 30.54% 51,322,720 $61.6B $1,199.43 $14.3B -6,188 -0.0%
2 IVV 5.73% 15,414,622 $11.5B $748.89 $1.3B -264,762 -1.7%
3 AAPL 2.70% 18,799,774 $5.4B $289.36 $626M -167,321 -0.9%
4 MSFT 1.71% 9,232,435 $3.4B $373.02 $66M +108,329 +1.2%
5 GOOGL 1.52% 8,601,385 $3.1B $357.37 $545M -193,845 -2.2%
6 SPY 1.42% 3,829,921 $2.9B $746.77 $321M -73,551 -1.9%
7 NVDA 1.13% 11,347,969 $2.3B $200.09 $342M +289,994 +2.6%
8 JPM 1.06% 6,506,150 $2.1B $327.33 $171M -153,136 -2.3%
9 QQQ 1.05% 2,886,618 $2.1B $736.40 $409M -87,954 -3.0%
10 AVGO 0.86% 4,581,994 $1.7B $377.75 $282M -97,591 -2.1%
11 AVLV 0.85% 18,702,541 $1.7B $91.21 $640M +5,480,762 +41.5%
12 IDEV 0.82% 18,680,588 $1.7B $89.01 $279M +2,119,393 +12.8%
13 IEFA 0.81% 16,979,459 $1.6B $96.58 $118M +168,292 +1.0%
14 AMZN 0.80% 6,730,592 $1.6B $238.34 $182M -97,956 -1.4%
15 IWF 0.75% 12,180,504 $1.5B $124.17 $209M +9,122,681 +298.3%
16 JNJ 0.71% 5,664,275 $1.4B $253.97 $32M -88,710 -1.5%
17 IWR 0.68% 12,472,614 $1.4B $110.32 $177M +139,136 +1.1%
18 GOVT 0.67% 59,440,029 $1.4B $22.78 $101M +4,735,866 +8.7%
19 XONA.DE 0.66% 9,775,011 $1.3B $136.72 -$409M -513,109 -5.0%
20 IEMG 0.65% 15,809,719 $1.3B $82.84 $262M +785,283 +5.2%
21 IJH 0.62% 16,281,926 $1.3B $77.11 $184M +409,287 +2.6%
22 QUAL 0.62% 5,712,458 $1.3B $219.43 $76M -425,693 -6.9%
23 VFC 0.60% 72,554,062 $1.2B $16.68 -$49M -1,580,181 -2.1%
24 VUG 0.58% 13,625,687 $1.2B $86.14 $175M +11,339,744 +496.1%
25 AIQ 0.58% 17,795,535 $1.2B $65.61 -$100M -9,372,741 -34.5%
26 ERIE 0.57% 4,826,778 $1.2B $239.75 -$76M -82,256 -1.7%
27 LRCX 0.57% 2,646,799 $1.1B $433.33 $583M +6,890 +0.3%
28 HD 0.55% 3,163,734 $1.1B $352.68 $66M -26,901 -0.8%
29 IJR 0.55% 7,491,671 $1.1B $148.31 $170M -77,857 -1.0%
30 AGG 0.54% 10,972,401 $1.1B $98.98 $60M +636,150 +6.2%
31 DGRW 0.53% 11,095,584 $1.1B $95.62 $34M -600,603 -5.1%
32 PG 0.52% 7,128,735 $1.0B $146.64 -$66M -564,326 -7.3%
33 GOOG 0.50% 2,870,201 $1.0B $353.33 $199M +28,752 +1.0%
34 ABBV 0.50% 4,007,446 $1.0B $251.64 $113M -107,520 -2.6%
35 IWM 0.50% 3,330,976 $1.0B $300.45 $210M +143,509 +4.5%
36 IWB 0.47% 2,313,380 $947M $409.50 $117M -16,165 -0.7%
37 MRK 0.46% 7,286,803 $936M $128.50 $31M -243,638 -3.2%
38 DFIV 0.46% 17,201,811 $929M $54.02 $61M +746,058 +4.5%
39 V 0.46% 2,676,476 $918M $343.09 $84M -83,932 -3.0%
40 VTV 0.45% 4,180,724 $911M $217.93 $78M -67,223 -1.6%
41 EFA 0.43% 8,393,669 $872M $103.88 $56M -5,880 -0.1%
42 VTI 0.43% 2,316,100 $857M $370.04 $107M -20,978 -0.9%
43 IQLT 0.42% 17,152,533 $850M $49.55 $50M -156,869 -0.9%
44 IWD 0.41% 3,411,025 $827M $242.43 $103M +25,063 +0.7%
45 IEF 0.41% 8,734,310 $826M $94.57 $22M +305,576 +3.6%
46 CSCO 0.39% 6,723,570 $790M $117.46 $277M +116,256 +1.8%
47 MUB 0.39% 7,256,953 $781M $107.62 $18M +71,681 +1.0%
48 META 0.39% 1,381,811 $778M $563.29 -$10M +4,469 +0.3%
49 VV 0.39% 2,259,085 $777M $343.91 $149M +156,339 +7.4%
50 VO 0.38% 9,616,046 $775M $80.57 $97M +7,257,179 +307.7%
51 IVW 0.36% 5,236,259 $720M $137.53 $110M -153,761 -2.9%
52 BRK-A 0.36% 957 $717M $748,850.00 $10M -27 -2.7%
53 VEU 0.35% 8,377,441 $702M $83.75 $82M +130,516 +1.6%
54 MCD 0.34% 2,549,428 $689M $270.31 -$123M -63,971 -2.5%
55 CVX 0.32% 3,901,436 $647M $165.76 -$166M -27,094 -0.7%
56 CQQQ 0.31% 11,053,921 $630M $57.03 $160M +835,253 +8.2%
57 VEA 0.31% 8,817,419 $628M $71.25 $110M +732,833 +9.1%
58 QQQM 0.31% 2,069,185 $627M $302.97 $96M -166,261 -7.4%
59 VWO 0.31% 10,476,666 $625M $59.69 $60M +22,547 +0.2%
60 VB 0.30% 1,986,263 $602M $303.12 $88M +23,345 +1.2%
61 MU 0.29% 507,986 $586M $1,154.29 $419M +13,775 +2.8%
62 COST 0.29% 624,365 $584M $935.47 -$44M -6,449 -1.0%
63 KO 0.28% 6,892,206 $560M $81.27 $91M +729,604 +11.8%
64 RTX 0.27% 2,853,081 $541M $189.73 -$11M -8,083 -0.3%
65 DVY 0.27% 3,462,669 $541M $156.30 $10M -44,053 -1.3%
66 BRK-B 0.27% 1,072,535 $537M $500.39 $18M -10,211 -0.9%
67 NEE 0.26% 6,078,549 $534M $87.77 -$62M -336,190 -5.2%
68 PEP 0.26% 3,849,038 $521M $135.40 -$96M -123,030 -3.1%
69 TXN 0.26% 1,747,184 $521M $298.07 $256M +382,582 +28.0%
70 INTC 0.25% 3,654,702 $510M $139.63 $349M +2,199 +0.1%
71 TSM 0.25% 1,066,627 $509M $477.57 $153M +12,786 +1.2%
72 BINC 0.25% 9,656,156 $505M $52.34 $53M +939,675 +10.8%
73 IVE 0.25% 2,209,817 $502M $227.06 $22M -61,196 -2.7%
74 BAC 0.24% 8,639,800 $492M $56.98 $61M -208,431 -2.4%
75 MDY 0.24% 693,381 $488M $703.34 $56M -5,926 -0.8%
76 KTB 0.24% 5,747,095 $479M $83.34 $56M -269,553 -4.5%
77 MS 0.24% 2,272,593 $475M $209.04 $78M -139,301 -5.8%
78 PM 0.23% 2,606,739 $472M $180.91 $37M -18,955 -0.7%
79 DGRO 0.22% 5,857,129 $444M $75.79 $1M -453,221 -7.2%
80 WMT 0.22% 3,882,359 $440M $113.26 -$49M -48,393 -1.2%
81 ORCL 0.22% 2,975,704 $436M $146.55 -$2M -4,510 -0.1%
82 MA 0.22% 846,633 $435M $513.60 $20M +16,292 +2.0%
83 AMAT 0.21% 599,348 $433M $723.00 $239M +31,744 +5.6%
84 USMV 0.20% 4,247,471 $410M $96.46 -$6M -235,289 -5.2%
85 ABT 0.20% 4,491,264 $408M $90.74 -$65M -106,382 -2.3%
86 ETN 0.20% 933,622 $398M $426.12 $63M -2,933 -0.3%
87 AMD 0.20% 684,646 $398M $580.91 $317M +286,527 +72.0%
88 GEV 0.19% 331,325 $389M $1,174.86 $89M -12,537 -3.6%
89 AMGN 0.19% 1,067,124 $386M $362.12 $9M -6,416 -0.6%
90 VCIT 0.19% 4,629,469 $383M $82.65 -$9M -99,052 -2.1%
91 SYK 0.19% 1,187,348 $374M $314.84 $17M +101,768 +9.4%
92 UNH 0.18% 881,317 $366M $415.63 $128M +707 +0.1%
93 CAT 0.18% 336,898 $359M $1,064.90 $116M -6,362 -1.9%
94 GE 0.18% 955,656 $357M $373.73 $88M +6,258 +0.7%
95 IWP 0.18% 2,424,157 $355M $146.41 $43M -10,043 -0.4%
96 BLK 0.17% 361,931 $348M $961.56 -$2M -1,702 -0.5%
97 PWR 0.17% 483,037 $348M $720.04 $49M -61,253 -11.2%
98 AXP 0.17% 1,007,851 $341M $338.25 $34M -8,042 -0.8%
99 VOT 0.17% 1,104,015 $338M $306.30 $51M -10,682 -1.0%
100 DLN 0.17% 3,485,235 $336M $96.32 $8M -183,063 -5.0%

New Positions

SymbolValue% Port
HONIV $167M 0.08%
HONAV $165M 0.08%
DD $49M 0.02%
SPCX $8M —%
CCL $7M —%
BGGG $6M —%
FDXF $5M —%
PLTU $3M —%
ASND $2M —%
JBBB $2M —%
SA $2M —%
JSMD $2M —%
WTV $1M —%
VLU $1M —%
AYA $1M —%

Sold Out Positions

SymbolValue% Port
HRTG —%
HGLB —%
TSLX —%
CRT —%
FINV —%
CPS —%
BBN —%
LDI —%
CAPL —%
TPVG —%
BHR —%
DRD —%
NEE-PN —%
GGT —%
GCV —%
View SEC EDGAR Filings for PNC FINANCIAL SERVICES GROUP, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms