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BDO Wealth Advisors’s PNC Financial Services PNC Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$338K Buy
2,685
+172
+7% +$21K 0.04% 206
2023
Q1 		$319K Sell
2,513
-221
-8% -$33.3K 0.04% 202
2022
Q4 		$432K Buy
2,734
+260
+11% +$40.9K 0.05% 185
2022
Q3 		$370K Sell
2,474
-87
-3% -$14.1K 0.05% 198
2022
Q2 		$404K Sell
2,561
-34
-1% -$5.7K 0.05% 190
2022
Q1 		$479K Buy
2,595
+185
+8% +$37.4K 0.05% 186
2021
Q4 		$483K Sell
2,410
-29
-1% -$5.9K 0.05% 189
2021
Q3 		$477K Buy
2,439
+298
+14% +$56.3K 0.05% 185
2021
Q2 		$408K Buy
2,141
+45
+2% +$8.45K 0.05% 210
2021
Q1 		$368K Sell
2,096
-39
-2% -$6.43K 0.04% 207
2020
Q4 		$318K Sell
2,135
-236
-10% -$30.1K 0.04% 191
2020
Q3 		$261K Buy
2,371
+189
+9% +$20.3K 0.04% 193
2020
Q2 		$230K Sell
2,182
-180
-8% -$19K 0.04% 202
2020
Q1 		$226K Buy
2,362
+354
+18% +$47.6K 0.05% 194
2019
Q4 		$321K Buy
2,008
+14
+0.7% +$2.1K 0.08% 148
2019
Q3 		$279K Buy
1,994
+19
+1% +$2.58K 0.07% 160
2019
Q2 		$271K Buy
1,975
+411
+26% +$54.3K 0.07% 158
2019
Q1 		$192K Buy
1,564
+458
+41% +$56.7K 0.06% 173
2018
Q4 		$129K Buy
1,106
+517
+88% +$66K 0.04% 188
2018
Q3 		$80K Buy
589
+120
+26% +$17.1K 0.03% 236
2018
Q2 		$63K Buy
469
+56
+14% +$8.17K 0.02% 264
2018
Q1 		$62K Buy
413
+281
+213% +$43.6K 0.02% 228
2017
Q4 		$19K Buy
132
+12
+10% +$1.66K 0.01% 282
2017
Q3 		$16K Hold
120
– – 0.01% 275
2017
Q2 		$15K Buy
+120
New +$14.5K 0.01% 329

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BDO Wealth Advisors's PNC Position: Q2 2023 in Review

BDO Wealth Advisors increased its PNC Financial Services (PNC) stake by 6.8% in Q2 2023, buying an estimated $21K and bringing the position to 2,685 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #206.

BDO Wealth Advisors first reported a position in PNC in Q2 2017 and has held it in 25 quarters since. The position peaked at $483K in Q4 2021. 1,388 funds tracked by Wall St. Rank hold PNC as of Q2 2023.

  • BDO Wealth Advisors held 2,685 shares of PNC Financial Services worth $338K as of Q2 2023.
  • BDO Wealth Advisors bought 172 PNC Financial Services shares in Q2 2023, an estimated $21K.
  • PNC Financial Services made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #206 holding.
  • BDO Wealth Advisors first reported a position in PNC Financial Services in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's PNC Financial Services position peaked at $483K in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.