Cardinal Strategic Wealth Guidance’s PNC Financial Services PNC Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-6,875	Closed	-$1.06M	–	66
2023 Q4	$1.06M	Hold	6,875	–	–	0.42%	25
2023 Q3	$844K	Hold	6,875	–	–	0.39%	26
2023 Q2	$866K	Hold	6,875	–	–	0.38%	26
2023 Q1	$874K	Sell	6,875 -600	-8%	-$90.5K	0.41%	26
2022 Q4	$1.18M	Sell	7,475 -20	-0.3%	-$3.15K	0.57%	28
2022 Q3	$1.12M	Hold	7,495	–	–	0.6%	21
2022 Q2	$1.18M	Hold	7,495	–	–	0.6%	21
2022 Q1	$1.38M	Sell	7,495 -30	-0.4%	-$6.07K	0.63%	21
2021 Q4	$1.51M	Sell	7,525 -290	-4%	-$59K	0.7%	20
2021 Q3	$1.53M	Sell	7,815 -530	-6%	-$100K	0.8%	19
2021 Q2	$1.59M	Sell	8,345 -910	-10%	-$171K	0.84%	21
2021 Q1	$1.62M	Sell	9,255 -1,480	-14%	-$244K	0.95%	19
2020 Q4	$1.6M	Hold	10,735	–	–	0.95%	13
2020 Q3	$1.18M	Buy	10,735 +43	+0.4%	+$4.63K	0.83%	15
2020 Q2	$1.13M	Hold	10,692	–	–	0.84%	16
2020 Q1	$1.02M	Sell	10,692 -940	-8%	-$126K	0.94%	13
2019 Q4	$1.86M	Buy	+11,632	New	+$1.75M	1.6%	11

Other funds holding PNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's PNC Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 6,875 shares — an estimated $1.06M sold.

Cardinal Strategic Wealth Guidance first reported a position in PNC in Q4 2019 and held it in 17 quarters. The position peaked at $1.86M in Q4 2019. 1,523 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 6,875 PNC Financial Services shares in Q1 2024, an estimated $1.06M.
Cardinal Strategic Wealth Guidance first reported a position in PNC Financial Services in Q4 2019 and held it in 17 quarters.
Cardinal Strategic Wealth Guidance's PNC Financial Services position peaked at $1.86M in Q4 2019.
1,523 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.