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BWM
BerganKDV Wealth Management’s
PNC Financial Services
PNC
Stock Holding History
BerganKDV 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
2023
Q2
$19.8K
Sell
157
-55
-26%
-$6.72K
﹤0.01%
486
2023
Q1
$27K
Buy
212
+42
+25%
+$6.33K
﹤0.01%
473
2022
Q4
$26.9K
Hold
170
–
–
﹤0.01%
458
2022
Q3
$25K
Sell
170
-22
-11%
-$3.56K
﹤0.01%
463
2022
Q2
$30K
Hold
192
–
–
﹤0.01%
445
2022
Q1
$35K
Sell
192
-73
-28%
-$14.8K
﹤0.01%
439
2021
Q4
$53K
Buy
265
+73
+38%
+$14.9K
0.01%
413
2021
Q3
$38K
Hold
192
–
–
﹤0.01%
438
2021
Q2
$37K
Hold
192
–
–
﹤0.01%
431
2021
Q1
$34K
Sell
192
-200
-51%
-$33K
﹤0.01%
417
2020
Q4
$58K
Buy
392
+16
+4%
+$2.04K
0.01%
335
2020
Q3
$41K
Hold
376
–
–
0.01%
360
2020
Q2
$40K
Buy
376
+15
+4%
+$1.58K
0.01%
377
2020
Q1
$35K
Buy
361
+6
+2%
+$806
0.01%
364
2019
Q4
$57K
Buy
355
+13
+4%
+$1.95K
0.01%
333
2019
Q3
$48K
Hold
342
–
–
0.01%
338
2019
Q2
$47K
Hold
342
–
–
0.01%
336
2019
Q1
$42K
Hold
342
–
–
0.01%
360
2018
Q4
$40K
Hold
342
–
–
0.01%
325
2018
Q3
$47K
Hold
342
–
–
0.01%
330
2018
Q2
$46K
Buy
+342
New
+$49.9K
0.01%
330
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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