BHPW
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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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return