Bromfield Sneider Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$19.9K	Hold	123	–	–	0.01%	95
2023 Q4	$19K	Hold	123	–	–	0.01%	93
2023 Q3	$15.1K	Hold	123	–	–	0.01%	92
2023 Q2	$15.5K	Hold	123	–	–	0.01%	92
2023 Q1	$15.6K	Hold	123	–	–	0.01%	91
2022 Q4	$19.4K	Hold	123	–	–	0.02%	87
2022 Q3	$18K	Hold	123	–	–	0.02%	83
2022 Q2	$19K	Hold	123	–	–	0.02%	83
2022 Q1	$23K	Buy	+123	New	+$24.9K	0.02%	91

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PNC Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its PNC Financial Services (PNC) position steady in Q1 2024 at 123 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #95.

Bromfield Sneider Wealth Advisors first reported a position in PNC in Q1 2022 and has held it in 9 quarters since. The position peaked at $23K in Q1 2022. 1,526 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

Bromfield Sneider Wealth Advisors held 123 shares of PNC Financial Services worth $19.9K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its PNC Financial Services share count unchanged in Q1 2024.
PNC Financial Services made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #95 holding.
Bromfield Sneider Wealth Advisors first reported a position in PNC Financial Services in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's PNC Financial Services position peaked at $23K in Q1 2022.
1,526 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.