AAS
PNC icon

Avantax Advisory Services’s PNC Financial Services PNC Stock Holding History

Avantax Advisory Services’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
Q2 		$10.8M Buy
57,949
+1,681
+3% +$284K 0.06% 258
2025
Q1 		$9.89M Buy
56,268
+1,793
+3% +$338K 0.06% 250
2024
Q4 		$10.5M Buy
54,475
+1,328
+2% +$261K 0.07% 214
2024
Q3 		$9.82M Buy
53,147
+2,008
+4% +$352K 0.06% 220
2024
Q2 		$7.95M Buy
51,139
+15,560
+44% +$2.41M 0.06% 253
2024
Q1 		$5.75M Sell
35,579
-1,426
-4% -$215K 0.05% 281
2023
Q4 		$5.73M Sell
37,005
-439
-1% -$56.8K 0.06% 252
2023
Q3 		$4.6M Buy
37,444
+1,712
+5% +$215K 0.05% 273
2023
Q2 		$4.5M Buy
35,732
+983
+3% +$120K 0.05% 278
2023
Q1 		$4.42M Buy
34,749
+2,567
+8% +$387K 0.05% 269
2022
Q4 		$5.08M Buy
32,182
+4,557
+16% +$717K 0.07% 223
2022
Q3 		$4.13M Buy
27,625
+2,940
+12% +$476K 0.06% 233
2022
Q2 		$3.9M Sell
24,685
-3,323
-12% -$557K 0.06% 244
2022
Q1 		$5.17M Buy
28,008
+13,642
+95% +$2.76M 0.07% 204
2021
Q4 		$2.88M Sell
14,366
-36
-0.2% -$7.33K 0.04% 297
2021
Q3 		$2.81M Buy
14,402
+2,461
+21% +$465K 0.05% 277
2021
Q2 		$2.28M Buy
11,941
+1,225
+11% +$230K 0.04% 306
2021
Q1 		$1.88M Buy
10,716
+6,168
+136% +$1.02M 0.04% 301
2020
Q4 		$676K Sell
4,548
-4,936
-52% -$631K 0.02% 465
2020
Q3 		$1.04M Buy
9,484
+6,175
+187% +$664K 0.02% 528
2020
Q2 		$349K Sell
3,309
-62
-2% -$6.53K 0.01% 589
2020
Q1 		$322K Buy
3,371
+33
+1% +$4.43K 0.01% 553
2019
Q4 		$533K Buy
3,338
+688
+26% +$103K 0.01% 455
2019
Q3 		$372K Sell
2,650
-33
-1% -$4.48K 0.02% 380
2019
Q2 		$368K Buy
2,683
+16
+0.6% +$2.12K 0.02% 354
2019
Q1 		$327K Buy
2,667
+330
+14% +$40.9K 0.02% 341
2018
Q4 		$274K Buy
+2,337
New +$298K 0.05% 313

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's PNC Position: Q2 2025 in Review

Avantax Advisory Services increased its PNC Financial Services (PNC) stake by 3% in Q2 2025, buying an estimated $284K and bringing the position to 57,949 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #258.

Avantax Advisory Services first reported a position in PNC in Q4 2018 and has held it in 27 quarters since. 1,755 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Avantax Advisory Services held 57,949 shares of PNC Financial Services worth $10.8M as of Q2 2025.
  • Avantax Advisory Services bought 1,681 PNC Financial Services shares in Q2 2025, an estimated $284K.
  • PNC Financial Services made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #258 holding.
  • Avantax Advisory Services first reported a position in PNC Financial Services in Q4 2018 and has held it in 27 quarters since.
  • 1,755 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.