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B. Riley Wealth Management’s PNC Financial Services PNC Stock Holding History

B. Riley 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 		$485K Buy
3,075
+565
+23% +$94.7K 0.05% 301
2022
Q1 		$463K Sell
2,510
-87
-3% -$17.6K 0.04% 345
2021
Q4 		$521K Buy
2,597
+200
+8% +$40.7K 0.04% 341
2021
Q3 		$469K Buy
+2,397
New +$453K 0.04% 348
2020
Q1 		– Sell
-1,516
Closed -$242K – 553
2019
Q4 		$242K Buy
1,516
+54
+4% +$8.11K 0.04% 324
2019
Q3 		$205K Sell
1,462
-325
-18% -$44.1K 0.04% 338
2019
Q2 		$245K Sell
1,787
-462
-21% -$61.1K 0.04% 322
2019
Q1 		$276K Sell
2,249
-166
-7% -$20.6K 0.05% 294
2018
Q4 		$282K Buy
2,415
+771
+47% +$98.4K 0.06% 254
2018
Q3 		$224K Buy
+1,644
New +$234K 0.06% 266
2015
Q1 		– Sell
-158
Closed -$14K – 1080
2014
Q4 		$14K Hold
158
– – 0.01% 666
2014
Q3 		$13K Sell
158
-13
-8% -$1.1K 0.01% 716
2014
Q2 		$15K Buy
171
+1
+0.6% +$85 0.01% 735
2014
Q1 		$15K Buy
+170
New +$13.9K 0.01% 681

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Management's PNC Position: Q2 2022 in Review

B. Riley Wealth Management increased its PNC Financial Services (PNC) stake by 23% in Q2 2022, buying an estimated $94.7K and bringing the position to 3,075 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #301.

B. Riley Wealth Management first reported a position in PNC in Q1 2014 and has held it in 14 quarters since. The position peaked at $521K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold PNC as of Q2 2022.

  • B. Riley Wealth Management held 3,075 shares of PNC Financial Services worth $485K as of Q2 2022.
  • B. Riley Wealth Management bought 565 PNC Financial Services shares in Q2 2022, an estimated $94.7K.
  • PNC Financial Services made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #301 holding.
  • B. Riley Wealth Management first reported a position in PNC Financial Services in Q1 2014 and has held it in 14 quarters since.
  • B. Riley Wealth Management's PNC Financial Services position peaked at $521K in Q4 2021.
  • 1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.