13F Portfolios

MATRIX ASSET ADVISORS INC/NY: PNC FINL SVCS GROUP INC (PNC): Quarterly 13F Position History

As of Q2 2026, MATRIX ASSET ADVISORS INC/NY reported 188,868 shares of PNC FINL SVCS GROUP INC (PNC), worth $46.5M and representing 3.8% of its 13F equity book. Quarter-over-quarter share count change: 2,533 (-1.3%) . The position first appeared in Q1 2019 and has been disclosed across 30 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 30 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 188,868 2,533 -1.3% $46.5M 3.8% $246.2
Q1 2026 191,401 +321 +0.2% $39.8M 3.7% $208.1
Q4 2025 191,080 +668 +0.4% $39.9M 3.6% $208.7
Q3 2025 190,412 +147 +0.1% $38.3M 3.5% $200.9
Q2 2025 190,265 +22,125 +13.2% $35.5M 3.6% $186.4
Q1 2025 168,140 407 -0.2% $29.6M 3.3% $175.8
Q4 2024 168,547 6,845 -3.9% $32.5M 3.5% $192.8
Q3 2024 175,392 1,318 -0.7% $32.4M 3.6% $184.8
Q2 2024 176,710 1,350 -0.8% $27.5M 3.3% $155.5
Q1 2024 178,060 +4,412 +2.5% $28.8M 3.4% $161.6
Q4 2023 173,648 +6,972 +4.2% $26.9M 3.4% $154.8
Q3 2023 166,676 1,159 -0.7% $20.5M 2.9% $122.8
Q2 2023 167,835 +10,892 +6.9% $21.1M 2.9% $126.0
Q1 2023 156,943 +78,446 +99.9% $19.9M 2.9% $127.1
Q4 2022 78,497 +2,790 +3.7% $12.4M 1.9% $157.9
Q3 2022 75,707 1,654 -2.1% $11.3M 1.9% $149.4
Q2 2022 77,361 +11,035 +16.6% $12.2M 1.9% $157.8
Q1 2022 66,326 +1,072 +1.6% $12.2M 1.6% $184.5
Q4 2021 65,254 +374 +0.6% $13.1M 1.7% $200.5
Q3 2021 64,880 +955 +1.5% $12.7M 1.8% $195.6
Q2 2021 63,925 +808 +1.3% $12.2M 1.8% $190.8
Q1 2021 63,117 +1,129 +1.8% $11.1M 1.7% $175.4
Q4 2020 61,988 +334 +0.5% $9.2M 1.6% $149.0
Q3 2020 61,654 7,422 -10.7% $6.8M 1.3% $109.9
Q2 2020 69,076 +5,025 +7.8% $7.3M 1.4% $105.2
Q1 2020 64,051 +4,255 +7.1% $6.1M 1.4% $95.7
Q4 2019 59,796 +1,446 +2.5% $9.5M 1.6% $159.6
Q3 2019 58,350 +29,777 +104.2% $8.2M 1.4% $140.2
Q2 2019 28,573 +642 +2.3% $3.9M 0.7% $137.3
Q1 2019 27,931 $3.4M 0.6% $122.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did MATRIX ASSET ADVISORS INC/NY first disclose a PNC position in 13F-HR filings?

MATRIX ASSET ADVISORS INC/NY first reported PNC FINL SVCS GROUP INC (PNC) on its 13F-HR filing for the period ending 2019-03-31 (Q1 2019). The position has appeared on 30 reported quarters within Pactolio's tracked window.

What was MATRIX ASSET ADVISORS INC/NY's most recent quarter-over-quarter share-count change in PNC?

Between Q1 2026 and Q2 2026, MATRIX ASSET ADVISORS INC/NY reduced its PNC position by 2,533 shares (-1.3%), leaving 188,868 shares at a market value of $46.5M.

Does the implied price-per-share represent MATRIX ASSET ADVISORS INC/NY's cost basis in PNC?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.