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Capital A Wealth Management’s PNC Financial Services PNC Stock Holding History

Capital A 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
Q2 		$164K Buy
1,057
+378
+56% +$64K 1.83% 4
2025
Q1 		$119K Sell
679
-52
-7% -$9.82K 0.13% 97
2024
Q4 		$141K Buy
+731
New +$144K 0.23% 88

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's PNC Position: Q2 2025 in Review

Capital A Wealth Management increased its PNC Financial Services (PNC) stake by 56% in Q2 2025, buying an estimated $64K and bringing the position to 1,057 shares worth $164K. The position accounts for 1.83% of the portfolio, ranked #4.

Capital A Wealth Management first reported a position in PNC in Q4 2024 and has held it in 3 quarters since. 1,755 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Capital A Wealth Management held 1,057 shares of PNC Financial Services worth $164K as of Q2 2025.
  • Capital A Wealth Management bought 378 PNC Financial Services shares in Q2 2025, an estimated $64K.
  • PNC Financial Services made up 1.83% of Capital A Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Capital A Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 3 quarters since.
  • 1,755 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.