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PNC Financial Services shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of PNC Financial Services (PNC) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in PNC Financial Services

Tip: Access up to 7 years of quarterly data

All positions including PNC Financial Services held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PNC Financial Services by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 950 246.22

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding PNC Financial Services

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital Research Global Investors
Franklin Resources
Bank of America Corporation
Massachusetts Financial Services
Wells Fargo & Company
Invesco
Morgan Stanley
Ameriprise Financial
AQR Capital Management

View all funds holding PNC Financial Services