Bard Financial Services’s PNC Financial Services PNC Stock Holding History

Bard Financial 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 Q3	$633K	Hold	3,150	–	–	0.07%	136
2025 Q2	$587K	Hold	3,150	–	–	0.07%	136
2025 Q1	$554K	Sell	3,150 -500	-14%	-$94.4K	0.07%	141
2024 Q4	$704K	Hold	3,650	–	–	0.08%	132
2024 Q3	$675K	Sell	3,650 -500	-12%	-$87.7K	0.08%	131
2024 Q2	$645K	Hold	4,150	–	–	0.07%	139
2024 Q1	$671K	Sell	4,150 -250	-6%	-$37.7K	0.07%	134
2023 Q4	$681K	Hold	4,400	–	–	0.08%	136
2023 Q3	$540K	Hold	4,400	–	–	0.07%	139
2023 Q2	$554K	Buy	4,400 +500	+13%	+$61.1K	0.04%	206
2023 Q1	$496K	Buy	3,900 +250	+7%	+$37.7K	0.04%	214
2022 Q4	$576K	Hold	3,650	–	–	0.05%	197
2022 Q3	$545K	Hold	3,650	–	–	0.05%	187
2022 Q2	$576K	Hold	3,650	–	–	0.05%	184
2022 Q1	$673K	Hold	3,650	–	–	0.05%	177
2021 Q4	$732K	Hold	3,650	–	–	0.06%	170
2021 Q3	$714K	Sell	3,650 -500	-12%	-$94.4K	0.06%	161
2021 Q2	$792K	Hold	4,150	–	–	0.07%	159
2021 Q1	$728K	Buy	4,150 +125	+3%	+$20.6K	0.07%	157
2020 Q4	$600K	Buy	+4,025	New	+$514K	0.06%	168

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 $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's PNC Position: Q3 2025 in Review

Bard Financial Services held its PNC Financial Services (PNC) position steady in Q3 2025 at 3,150 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #136.

Bard Financial Services first reported a position in PNC in Q4 2020 and has held it in 20 quarters since. The position peaked at $792K in Q2 2021. 1,797 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

Bard Financial Services held 3,150 shares of PNC Financial Services worth $633K as of Q3 2025.
Bard Financial Services left its PNC Financial Services share count unchanged in Q3 2025.
PNC Financial Services made up 0.07% of Bard Financial Services's portfolio in Q3 2025, its #136 holding.
Bard Financial Services first reported a position in PNC Financial Services in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's PNC Financial Services position peaked at $792K in Q2 2021.
1,797 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.