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Berman Capital Advisors’s PNC Financial Services PNC Stock Holding History

Berman Capital 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
2021
Q3 		$211K Buy
1,082
+341
+46% +$64.4K 0.03% 255
2021
Q2 		$140K Buy
741
+484
+188% +$90.8K 0.02% 299
2021
Q1 		$44K Buy
257
+38
+17% +$6.27K 0.01% 526
2020
Q4 		$32K Sell
219
-70
-24% -$8.94K 0.01% 540
2020
Q3 		$30K Buy
289
+50
+21% +$5.38K 0.01% 478
2020
Q2 		$25K Sell
239
-142
-37% -$15K 0.01% 480
2020
Q1 		$36K Sell
381
-175
-31% -$23.5K 0.01% 358
2019
Q4 		$88K Buy
556
+1
+0.2% +$150 0.03% 240
2019
Q3 		$77K Sell
555
-103
-16% -$14K 0.02% 251
2019
Q2 		$90K Buy
658
+59
+10% +$7.8K 0.03% 218
2019
Q1 		$72K Buy
599
+31
+5% +$3.84K 0.02% 232
2018
Q4 		$66K Buy
+568
New +$72.5K 0.03% 227

Other funds holding PNC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's PNC Position: Q3 2021 in Review

Berman Capital Advisors increased its PNC Financial Services (PNC) stake by 46% in Q3 2021, buying an estimated $64.4K and bringing the position to 1,082 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #255.

Berman Capital Advisors first reported a position in PNC in Q4 2018 and has held it in 12 quarters since. 1,401 funds tracked by Wall St. Rank hold PNC as of Q3 2021.

  • Berman Capital Advisors held 1,082 shares of PNC Financial Services worth $211K as of Q3 2021.
  • Berman Capital Advisors bought 341 PNC Financial Services shares in Q3 2021, an estimated $64.4K.
  • PNC Financial Services made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #255 holding.
  • Berman Capital Advisors first reported a position in PNC Financial Services in Q4 2018 and has held it in 12 quarters since.
  • 1,401 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.