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Arete Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Arete Wealth 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
Q4 		– Sell
-1,344
Closed -$269K – 658
2025
Q3 		$269K Buy
+1,344
New +$266K 0.02% 639
2024
Q1 		– Sell
-2,648
Closed -$410K – 639
2023
Q4 		$410K Sell
2,648
-368
-12% -$47.6K 0.03% 460
2023
Q3 		$370K Sell
3,016
-101
-3% -$12.7K 0.06% 298
2023
Q2 		$393K Buy
3,117
+289
+10% +$35.3K 0.03% 418
2023
Q1 		$359K Buy
2,828
+518
+22% +$78.1K 0.03% 420
2022
Q4 		$365K Buy
2,310
+481
+26% +$75.7K 0.03% 405
2022
Q3 		$273K Buy
1,829
+155
+9% +$25.1K 0.03% 430
2022
Q2 		$264K Buy
+1,674
New +$281K 0.03% 363
2022
Q1 		– Sell
-1,062
Closed -$221K – 542
2021
Q4 		$221K Buy
+1,062
New +$216K 0.02% 451
2019
Q1 		– Sell
-1,835
Closed -$215K – 403
2018
Q4 		$215K Buy
1,835
+20
+1% +$2.55K 0.05% 328
2018
Q3 		$247K Buy
1,815
+265
+17% +$37.7K 0.05% 305
2018
Q2 		$209K Buy
+1,550
New +$226K 0.05% 340

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arete Wealth Advisors's PNC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 1,344 shares — an estimated $269K sold.

Arete Wealth Advisors first reported a position in PNC in Q2 2018 and held it in 12 quarters. The position peaked at $410K in Q4 2023. 1,885 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,344 PNC Financial Services shares in Q4 2025, an estimated $269K.
  • Arete Wealth Advisors first reported a position in PNC Financial Services in Q2 2018 and held it in 12 quarters.
  • Arete Wealth Advisors's PNC Financial Services position peaked at $410K in Q4 2023.
  • 1,885 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.