AWM
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Altium Wealth Management’s PNC Financial Services PNC Stock Holding History

Altium 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
2022
Q2 		$1.45M Buy
9,179
+32
+0.3% +$5.36K 0.1% 124
2022
Q1 		$1.69M Sell
9,147
-161
-2% -$32.5K 0.11% 103
2021
Q4 		$1.87M Buy
9,308
+465
+5% +$94.6K 0.12% 94
2021
Q3 		$1.73M Buy
8,843
+1,509
+21% +$285K 0.12% 93
2021
Q2 		$1.4M Buy
7,334
+643
+10% +$121K 0.1% 100
2021
Q1 		$1.17M Buy
6,691
+492
+8% +$81.1K 0.09% 105
2020
Q4 		$924K Buy
6,199
+1,258
+25% +$161K 0.08% 111
2020
Q3 		$543K Buy
4,941
+75
+2% +$8.07K 0.06% 152
2020
Q2 		$512K Buy
4,866
+589
+14% +$62.1K 0.06% 155
2020
Q1 		$409K Buy
4,277
+358
+9% +$48.1K 0.06% 160
2019
Q4 		$626K Sell
3,919
-18
-0.5% -$2.7K 0.07% 145
2019
Q3 		$552K Buy
3,937
+22
+0.6% +$2.98K 0.07% 152
2019
Q2 		$537K Buy
3,915
+533
+16% +$70.5K 0.08% 155
2019
Q1 		$415K Sell
3,382
-368
-10% -$45.6K 0.07% 180
2018
Q4 		$438K Buy
3,750
+740
+25% +$94.4K 0.08% 159
2018
Q3 		$410K Buy
3,010
+30
+1% +$4.26K 0.08% 177
2018
Q2 		$403K Buy
2,980
+948
+47% +$138K 0.11% 139
2018
Q1 		$308K Buy
2,032
+151
+8% +$23.4K 0.12% 122
2017
Q4 		$271K Buy
+1,881
New +$260K 0.12% 130

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's PNC Position: Q2 2022 in Review

Altium Wealth Management increased its PNC Financial Services (PNC) stake by 0.35% in Q2 2022, buying an estimated $5.36K and bringing the position to 9,179 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #124.

Altium Wealth Management first reported a position in PNC in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.87M in Q4 2021. 1,418 funds tracked by Wall St. Rank hold PNC as of Q2 2022.

  • Altium Wealth Management held 9,179 shares of PNC Financial Services worth $1.45M as of Q2 2022.
  • Altium Wealth Management bought 32 PNC Financial Services shares in Q2 2022, an estimated $5.36K.
  • PNC Financial Services made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #124 holding.
  • Altium Wealth Management first reported a position in PNC Financial Services in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's PNC Financial Services position peaked at $1.87M in Q4 2021.
  • 1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.