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Carnegie Lake Advisors’s PNC Financial Services PNC Stock Holding History

Carnegie Lake 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
2025
Q1 		– Sell
-1,180
Closed -$228K – 167
2024
Q4 		$228K Hold
1,180
– – 0.09% 141
2024
Q3 		$218K Buy
+1,180
New +$207K 0.09% 140

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carnegie Lake Advisors's PNC Position: Q1 2025 in Review

Carnegie Lake Advisors sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 1,180 shares — an estimated $228K sold.

Carnegie Lake Advisors first reported a position in PNC in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Carnegie Lake Advisors reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • Carnegie Lake Advisors sold 1,180 PNC Financial Services shares in Q1 2025, an estimated $228K.
  • Carnegie Lake Advisors first reported a position in PNC Financial Services in Q3 2024 and held it in 2 quarters.
  • Carnegie Lake Advisors's PNC Financial Services position peaked at $228K in Q4 2024.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Carnegie Lake Advisors's 13F filing for Q1 2025, filed 5 May 2025.