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Alera Investment Advisors’s PNC Financial Services PNC Stock Holding History

Alera Investment Advisors’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 		$362K Buy
1,959
+192
+11% +$33.7K 0.04% 180
2024
Q2 		$275K Buy
+1,767
New +$274K 0.03% 209
2019
Q2 		– Sell
-173
Closed -$21K – 760
2019
Q1 		$21K Sell
173
-563
-76% -$69.7K 0.01% 286
2018
Q4 		$86K Buy
+736
New +$93.9K 0.05% 129

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

Alera Investment Advisors's PNC Position: Q3 2024 in Review

Alera Investment Advisors increased its PNC Financial Services (PNC) stake by 11% in Q3 2024, buying an estimated $33.7K and bringing the position to 1,959 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #180.

Alera Investment Advisors first reported a position in PNC in Q4 2018 and has held it in 4 quarters since. 1,570 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • Alera Investment Advisors held 1,959 shares of PNC Financial Services worth $362K as of Q3 2024.
  • Alera Investment Advisors bought 192 PNC Financial Services shares in Q3 2024, an estimated $33.7K.
  • PNC Financial Services made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #180 holding.
  • Alera Investment Advisors first reported a position in PNC Financial Services in Q4 2018 and has held it in 4 quarters since.
  • 1,570 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.