Buckley Wealth Management’s PNC Financial Services PNC Stock Holding History

Buckley 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
2023 Q2	–	Sell	-3,884	Closed	-$494K	–	130
2023 Q1	$494K	Sell	3,884 -33	-0.8%	-$4.98K	0.18%	82
2022 Q4	$619K	Buy	3,917 +35	+0.9%	+$5.51K	0.23%	72
2022 Q3	$580K	Sell	3,882 -1,467	-27%	-$238K	0.21%	77
2022 Q2	$844K	Sell	5,349 -302	-5%	-$50.6K	0.27%	67
2022 Q1	$1.04M	Buy	5,651 +1,809	+47%	+$366K	0.28%	61
2021 Q4	$770K	Buy	3,842 +2,250	+141%	+$458K	0.22%	78
2021 Q3	$311K	Buy	1,592 +315	+25%	+$59.5K	0.1%	106
2021 Q2	$244K	Buy	1,277 +111	+10%	+$20.8K	0.08%	114
2021 Q1	$205K	Sell	1,166 -176	-13%	-$29K	0.08%	122
2020 Q4	$200K	Buy	+1,342	New	+$171K	0.08%	118
2020 Q3	–	Sell	-2,544	Closed	-$268K	–	123
2020 Q2	$268K	Sell	2,544 -2,627	-51%	-$277K	0.12%	109
2020 Q1	$495K	Buy	5,171 +1,891	+58%	+$254K	0.27%	74
2019 Q4	$524K	Sell	3,280 -159	-5%	-$23.9K	0.24%	79
2019 Q3	$482K	Sell	3,439 -366	-10%	-$49.6K	0.24%	82
2019 Q2	$522K	Buy	3,805 +109	+3%	+$14.4K	0.24%	81
2019 Q1	$453K	Buy	+3,696	New	+$458K	0.21%	94

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Buckley Wealth Management's PNC Position: Q2 2023 in Review

Buckley Wealth Management sold out of PNC Financial Services (PNC) in Q2 2023, closing a stake of 3,884 shares — an estimated $494K sold.

Buckley Wealth Management first reported a position in PNC in Q1 2019 and held it in 16 quarters. The position peaked at $1.04M in Q1 2022. 1,389 funds tracked by Wall St. Rank hold PNC as of Q2 2023.

Buckley Wealth Management reported no remaining PNC Financial Services position as of Q2 2023 after selling out during the quarter.
Buckley Wealth Management sold 3,884 PNC Financial Services shares in Q2 2023, an estimated $494K.
Buckley Wealth Management first reported a position in PNC Financial Services in Q1 2019 and held it in 16 quarters.
Buckley Wealth Management's PNC Financial Services position peaked at $1.04M in Q1 2022.
1,389 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2023.

Based on Buckley Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.