Betterment LLC
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Betterment LLC’s PNC Financial Services PNC Stock Holding History

Betterment LLC’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
Q1 		– Sell
-1,160
Closed -$224K – 467
2024
Q4 		$224K Buy
+1,160
New +$228K ﹤0.01% 427

Other funds holding PNC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC's PNC Position: Q1 2025 in Review

Betterment LLC sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 1,160 shares — an estimated $224K sold.

Betterment LLC first reported a position in PNC in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Betterment LLC reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • Betterment LLC sold 1,160 PNC Financial Services shares in Q1 2025, an estimated $224K.
  • Betterment LLC first reported a position in PNC Financial Services in Q4 2024 and held it in 1 quarter.
  • Betterment LLC's PNC Financial Services position peaked at $224K in Q4 2024.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.