Axiom Financial Strategies’s PNC Financial Services PNC Stock Holding History

Axiom Financial Strategies’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 Q4	–	Sell	-2,472	Closed	-$369K	–	62
2022 Q3	$369K	Hold	2,472	–	–	0.2%	45
2022 Q2	$390K	Hold	2,472	–	–	0.21%	48
2022 Q1	$409K	Hold	2,472	–	–	0.21%	44
2021 Q4	$496K	Hold	2,472	–	–	0.23%	43
2021 Q3	$484K	Hold	2,472	–	–	0.23%	45
2021 Q2	$472K	Buy	2,472 +39	+2%	+$7.32K	0.22%	44
2021 Q1	$427K	Hold	2,433	–	–	0.21%	44
2020 Q4	$267K	Hold	2,433	–	–	0.16%	49
2020 Q3	$267K	Sell	2,433 -27	-1%	-$2.9K	0.16%	49
2020 Q2	$259K	Sell	2,460 -1	-0%	-$105	0.17%	50
2020 Q1	$236K	Buy	+2,461	New	+$331K	0.19%	51

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Axiom Financial Strategies's PNC Position: Q4 2022 in Review

Axiom Financial Strategies sold out of PNC Financial Services (PNC) in Q4 2022, closing a stake of 2,472 shares — an estimated $369K sold.

Axiom Financial Strategies first reported a position in PNC in Q1 2020 and held it in 11 quarters. The position peaked at $496K in Q4 2021. 1,479 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

Axiom Financial Strategies reported no remaining PNC Financial Services position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 2,472 PNC Financial Services shares in Q4 2022, an estimated $369K.
Axiom Financial Strategies first reported a position in PNC Financial Services in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's PNC Financial Services position peaked at $496K in Q4 2021.
1,479 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.