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Beverly Hills Private Wealth’s PNC Financial Services PNC Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,696
Closed -$316K – 358
2025
Q2 		$316K Sell
1,696
-56
-3% -$9.48K 0.06% 256
2025
Q1 		$308K Hold
1,752
– – 0.06% 261
2024
Q4 		$338K Buy
1,752
+156
+10% +$30.7K 0.07% 233
2024
Q3 		$295K Sell
1,596
-346
-18% -$60.7K 0.06% 273
2024
Q2 		$302K Sell
1,942
-65
-3% -$10.1K 0.07% 271
2024
Q1 		$324K Buy
2,007
+584
+41% +$88K 0.07% 265
2023
Q4 		$220K Sell
1,423
-658
-32% -$85.2K 0.06% 306
2023
Q3 		$255K Sell
2,081
-2,221
-52% -$279K 0.08% 247
2023
Q2 		$566K Buy
4,302
+2,293
+114% +$280K 0.09% 216
2023
Q1 		$255K Buy
2,009
+59
+3% +$8.9K 0.08% 237
2022
Q4 		$308K Buy
+1,950
New +$307K 0.13% 174

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's PNC Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 1,696 shares — an estimated $316K sold.

Beverly Hills Private Wealth first reported a position in PNC in Q4 2022 and held it in 11 quarters. The position peaked at $566K in Q2 2023. 1,798 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,696 PNC Financial Services shares in Q3 2025, an estimated $316K.
  • Beverly Hills Private Wealth first reported a position in PNC Financial Services in Q4 2022 and held it in 11 quarters.
  • Beverly Hills Private Wealth's PNC Financial Services position peaked at $566K in Q2 2023.
  • 1,798 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.