9WM
PNC icon

9258 Wealth Management’s PNC Financial Services PNC Stock Holding History

9258 Wealth Management’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.83M Sell
9,919
-118
-1% -$20.7K 0.27% 77
2024
Q2 		$1.56M Sell
10,037
-75
-0.7% -$11.6K 0.24% 83
2024
Q1 		$1.63M Buy
10,112
+8
+0.1% +$1.21K 0.25% 81
2023
Q4 		$1.56M Sell
10,104
-16
-0.2% -$2.07K 0.28% 74
2023
Q3 		$1.24M Sell
10,120
-312
-3% -$39.3K 0.24% 81
2023
Q2 		$1.31M Sell
10,432
-351
-3% -$42.9K 0.25% 80
2023
Q1 		$1.37M Buy
10,783
+295
+3% +$44.5K 0.28% 74
2022
Q4 		$1.66M Buy
10,488
+453
+5% +$71.3K 0.36% 63
2022
Q3 		$1.5M Sell
10,035
-96
-0.9% -$15.6K 0.38% 60
2022
Q2 		$1.6M Sell
10,131
-26
-0.3% -$4.36K 0.41% 59
2022
Q1 		$1.87M Sell
10,157
-134
-1% -$27.1K 0.43% 47
2021
Q4 		$2.06M Buy
10,291
+66
+0.6% +$13.4K 0.47% 36
2021
Q3 		$2M Buy
10,225
+307
+3% +$58K 0.53% 33
2021
Q2 		$1.89M Buy
9,918
+460
+5% +$86.3K 0.51% 32
2021
Q1 		$1.66M Sell
9,458
-683
-7% -$113K 0.5% 38
2020
Q4 		$1.51M Sell
10,141
-442
-4% -$56.5K 0.49% 39
2020
Q3 		$1.18M Buy
10,583
+73
+0.7% +$7.85K 0.45% 45
2020
Q2 		$1.11M Buy
10,510
+72
+0.7% +$7.59K 0.45% 49
2020
Q1 		$1.1M Sell
10,438
-181
-2% -$24.3K 0.48% 46
2019
Q4 		$1.7M Buy
10,619
+8,932
+529% +$1.34M 0.62% 31
2019
Q3 		$236K Buy
1,687
+85
+5% +$11.5K 0.18% 146
2019
Q2 		$220K Sell
1,602
-206
-11% -$27.2K 0.18% 151
2019
Q1 		$222K Sell
1,808
-375
-17% -$46.4K 0.19% 145
2018
Q4 		$255K Buy
+2,183
New +$279K 0.25% 125

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's PNC Position: Q3 2024 in Review

9258 Wealth Management reduced its PNC Financial Services (PNC) stake by 1.2% in Q3 2024, selling an estimated $20.7K and leaving 9,919 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #77.

9258 Wealth Management first reported a position in PNC in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.06M in Q4 2021. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • 9258 Wealth Management held 9,919 shares of PNC Financial Services worth $1.83M as of Q3 2024.
  • 9258 Wealth Management sold 118 PNC Financial Services shares in Q3 2024, an estimated $20.7K.
  • PNC Financial Services made up 0.27% of 9258 Wealth Management's portfolio in Q3 2024, its #77 holding.
  • 9258 Wealth Management first reported a position in PNC Financial Services in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's PNC Financial Services position peaked at $2.06M in Q4 2021.
  • 1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.