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Buckingham Strategic Wealth’s PNC Financial Services PNC Stock Holding History

Buckingham Strategic 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
2024
Q2 		$474K Sell
3,048
-31
-1% -$4.8K ﹤0.01% 477
2024
Q1 		$498K Sell
3,079
-218
-7% -$32.9K 0.01% 461
2023
Q4 		$511K Sell
3,297
-296
-8% -$38.3K 0.01% 437
2023
Q3 		$441K Buy
3,593
+248
+7% +$31.2K 0.01% 447
2023
Q2 		$421K Sell
3,345
-151
-4% -$18.5K 0.01% 461
2023
Q1 		$552K Hold
3,496
– – 0.01% 358
2022
Q4 		$552K Sell
3,496
-311
-8% -$48.9K 0.01% 360
2022
Q3 		$569K Buy
3,807
+537
+16% +$87K 0.01% 339
2022
Q2 		$516K Sell
3,270
-97
-3% -$16.3K 0.01% 369
2022
Q1 		$621K Sell
3,367
-210
-6% -$42.5K 0.01% 329
2021
Q4 		$717K Sell
3,577
-5
-0.1% -$1.02K 0.01% 304
2021
Q3 		$701K Sell
3,582
-24
-0.7% -$4.53K 0.01% 297
2021
Q2 		$688K Buy
3,606
+78
+2% +$14.6K 0.02% 297
2021
Q1 		$619K Buy
3,528
+105
+3% +$17.3K 0.03% 291
2020
Q4 		$510K Sell
3,423
-11,917
-78% -$1.52M 0.03% 313
2020
Q3 		$1.69M Buy
+15,340
New +$1.65M 0.13% 126
2020
Q2 		– Sell
-2,333
Closed -$223K – 454
2020
Q1 		$223K Sell
2,333
-208
-8% -$27.9K 0.02% 407
2019
Q4 		$406K Buy
2,541
+643
+34% +$96.5K 0.04% 286
2019
Q3 		$266K Buy
1,898
+196
+12% +$26.6K 0.03% 346
2019
Q2 		$234K Buy
+1,702
New +$225K 0.03% 389
2017
Q4 		– Sell
-2,518
Closed -$339K – 325
2017
Q3 		$339K Buy
+2,518
New +$323K 0.08% 209

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 $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckingham Strategic Wealth's PNC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its PNC Financial Services (PNC) stake by 1% in Q2 2024, selling an estimated $4.8K and leaving 3,048 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Buckingham Strategic Wealth first reported a position in PNC in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.69M in Q3 2020. 1,541 funds tracked by Wall St. Rank hold PNC as of Q2 2024.

  • Buckingham Strategic Wealth held 3,048 shares of PNC Financial Services worth $474K as of Q2 2024.
  • Buckingham Strategic Wealth sold 31 PNC Financial Services shares in Q2 2024, an estimated $4.8K.
  • PNC Financial Services made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #477 holding.
  • Buckingham Strategic Wealth first reported a position in PNC Financial Services in Q3 2017 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's PNC Financial Services position peaked at $1.69M in Q3 2020.
  • 1,541 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.