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

Angeles 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
2025 Q1	–	Sell	-3,142	Closed	-$606K	–	156
2024 Q4	$606K	Buy	3,142 +322	+11%	+$63.3K	0.03%	72
2024 Q3	$521K	Sell	2,820 -400	-12%	-$70.1K	0.03%	99
2024 Q2	$501K	Sell	3,220 -820	-20%	-$127K	0.03%	103
2024 Q1	$653K	Buy	4,040 +197	+5%	+$29.7K	0.03%	77
2023 Q4	$595K	Sell	3,843 -314	-8%	-$40.7K	0.04%	79
2023 Q3	$510K	Buy	4,157 +2,522	+154%	+$317K	0.04%	75
2023 Q2	$206K	Buy	+1,635	New	+$200K	0.02%	147

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Angeles Investment Advisors's PNC Position: Q1 2025 in Review

Angeles Investment Advisors sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 3,142 shares — an estimated $606K sold.

Angeles Investment Advisors first reported a position in PNC in Q2 2023 and held it in 7 quarters. The position peaked at $653K in Q1 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

Angeles Investment Advisors reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 3,142 PNC Financial Services shares in Q1 2025, an estimated $606K.
Angeles Investment Advisors first reported a position in PNC Financial Services in Q2 2023 and held it in 7 quarters.
Angeles Investment Advisors's PNC Financial Services position peaked at $653K in Q1 2024.
1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.