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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 31 of 114  ·  2,270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SCHE SCHWAB STRATEGIC TR 37,235.0 $1.4M 0.00% +8K +27.3% $36.26 +2.0%
602 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 65,425.0 $1.3M 0.00% +2K +3.4% $20.56 +0.9%
603 DY DYCOM INDS INC Industrials 2,656.0 $1.3M 0.00% +624.0 +30.7% $505.59 -22.3%
604 UMBF UMB FINL CORP Financial Services 9,272.0 $1.3M 0.00% +1K +12.6% $142.76 +1.7%
605 BLDR BUILDERS FIRSTSOURCE INC Industrials 14,681.0 $1.3M 0.00% +5K +49.4% $89.48 -21.5%
606 HQY HEALTHEQUITY INC Healthcare 14,513.0 $1.3M 0.00% +1K +10.6% $90.32 +16.7%
607 NEU NEWMARKET CORP Basic Materials 1,630.0 $1.3M 0.00% +63.0 +4.0% $791.24 +18.5%
608 MDB MONGODB INC Technology 3,817.0 $1.3M 0.00% +325.0 +9.3% $335.90 +28.3%
609 GFF GRIFFON CORP Industrials 13,057.0 $1.3M 0.00% +70.0 +0.5% $97.53 +3.1%
610 PHG KONINKLIJKE PHILIPS N V Healthcare 46,651.0 $1.3M 0.00% +3K +7.0% $27.19 +0.8%
611 WULF TERAWULF INC Financial Services 50,661.0 $1.3M 0.00% +21K +71.5% $24.70 -36.7%
612 ROCHE HOLDINGS ADR 24,261.0 $1.2M 0.00% +805.0 +3.4% $51.35
613 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 16,793.0 $1.2M 0.00% +2K +11.9% $74.04 +10.7%
614 SHYG ISHARES TR 29,150.0 $1.2M 0.00% +6K +26.1% $42.41 -0.4%
615 GLOBUS MED INC 15,473.0 $1.2M 0.00% +2K +17.8% $79.01
616 MTRN MATERION CORP Basic Materials 4,093.0 $1.2M 0.00% +207.0 +5.3% $297.36 -22.0%
617 ZS ZSCALER INC Technology 8,546.0 $1.2M 0.00% +586.0 +7.4% $141.15 +28.8%
618 ROKU ROKU INC Communication Services 8,691.0 $1.2M 0.00% +3K +62.1% $138.14 +14.0%
619 FESM FIDELITY COVINGTON TRUST 24,711.0 $1.2M 0.00% +11K +82.2% $48.29 -0.7%
620 APG API GROUP CORP Industrials 28,059.0 $1.2M 0.00% +3K +10.5% $42.35 -2.8%
Page 31 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%