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Brass Tax Wealth Management’s PNC Financial Services PNC Stock Holding History

Brass Tax 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
2025
Q3 		$549K Sell
2,733
-25
-0.9% -$4.95K 0.09% 116
2025
Q2 		$514K Buy
+2,758
New +$467K 0.1% 111

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

Brass Tax Wealth Management's PNC Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its PNC Financial Services (PNC) stake by 0.91% in Q3 2025, selling an estimated $4.95K and leaving 2,733 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #116.

Brass Tax Wealth Management first reported a position in PNC in Q2 2025 and has held it in 2 quarters since. 1,793 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Brass Tax Wealth Management held 2,733 shares of PNC Financial Services worth $549K as of Q3 2025.
  • Brass Tax Wealth Management sold 25 PNC Financial Services shares in Q3 2025, an estimated $4.95K.
  • PNC Financial Services made up 0.09% of Brass Tax Wealth Management's portfolio in Q3 2025, its #116 holding.
  • Brass Tax Wealth Management first reported a position in PNC Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 1,793 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.