AFS
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Aft Forsyth & Sober’s PNC Financial Services PNC Stock Holding History

Aft Forsyth & Sober’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
2025
Q3 		– Sell
-10,000
Closed -$1.86M – 61
2025
Q2 		$1.86M Hold
10,000
– – 0.63% 39
2025
Q1 		$1.76M Hold
10,000
– – 0.61% 44
2024
Q4 		$1.93M Hold
10,000
– – 0.63% 42
2024
Q3 		$1.85M Hold
10,000
– – 0.61% 48
2024
Q2 		$1.55M Hold
10,000
– – 0.53% 54
2024
Q1 		$1.62M Sell
10,000
-300
-3% -$45.2K 0.57% 53
2023
Q4 		$1.59M Hold
10,300
– – 0.61% 51
2023
Q3 		$1.26M Hold
10,300
– – 0.53% 53
2023
Q2 		$1.3M Buy
10,300
+300
+3% +$36.7K 0.54% 51
2023
Q1 		$1.27M Sell
10,000
-300
-3% -$45.2K 0.64% 50
2022
Q4 		$1.63M Hold
10,300
– – 0.73% 35
2022
Q3 		$1.54M Hold
10,300
– – 0.75% 35
2022
Q2 		$1.63M Hold
10,300
– – 0.76% 34
2022
Q1 		$1.9M Hold
10,300
– – 0.75% 31
2021
Q4 		$2.06M Hold
10,300
– – 0.72% 29
2021
Q3 		$2.02M Buy
10,300
+150
+1% +$28.3K 0.76% 26
2021
Q2 		$1.94M Hold
10,150
– – 0.73% 27
2021
Q1 		$1.78M Buy
10,150
+6,750
+199% +$1.11M 0.73% 28
2020
Q4 		$507K Buy
+3,400
New +$434K 0.39% 44

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return