Bank Julius Baer & Co’s PNC Financial Services PNC Stock Holding History

Bank Julius Baer & Co’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	-200	Closed	-$40.2K	–	698
2025 Q3	$40.2K	Buy	+200	New	+$39.6K	﹤0.01%	605
2023 Q3	–	Sell	-1,484	Closed	-$187K	–	561
2023 Q2	$187K	Sell	1,484 -28	-2%	-$3.42K	﹤0.01%	412
2023 Q1	$192K	Hold	1,512	–	–	﹤0.01%	439
2022 Q4	$239K	Buy	1,512 +24	+2%	+$3.78K	﹤0.01%	404
2022 Q3	$222K	Buy	+1,488	New	+$241K	﹤0.01%	392
2022 Q2	–	Sell	-796	Closed	-$147K	–	622
2022 Q1	$147K	Sell	796 -326	-29%	-$65.9K	﹤0.01%	455
2021 Q4	$225K	Buy	1,122 +345	+44%	+$70.2K	﹤0.01%	521
2021 Q3	$152K	Buy	777 +6	+0.8%	+$1.13K	﹤0.01%	584
2021 Q2	$147K	Buy	+771	New	+$145K	﹤0.01%	608
2021 Q1	–	Sell	-275	Closed	-$41K	–	877
2020 Q4	$41K	Buy	+275	New	+$35.1K	﹤0.01%	707

Other funds holding PNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Bank Julius Baer & Co's PNC Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 200 shares — an estimated $40.2K sold.

Bank Julius Baer & Co first reported a position in PNC in Q4 2020 and held it in 10 quarters. The position peaked at $239K in Q4 2022. 1,882 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Bank Julius Baer & Co reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 200 PNC Financial Services shares in Q4 2025, an estimated $40.2K.
Bank Julius Baer & Co first reported a position in PNC Financial Services in Q4 2020 and held it in 10 quarters.
Bank Julius Baer & Co's PNC Financial Services position peaked at $239K in Q4 2022.
1,882 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.