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Carolina Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Carolina Wealth 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
Q3 		– Sell
-13
Closed -$2.42K – 279
2025
Q2 		$2.42K Hold
13
– – ﹤0.01% 217
2025
Q1 		$2.29K Hold
13
– – ﹤0.01% 226
2024
Q4 		$2.51K Hold
13
– – ﹤0.01% 235
2024
Q3 		$2.4K Buy
+13
New +$2.28K ﹤0.01% 273

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolina Wealth Advisors's PNC Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 13 shares — an estimated $2.42K sold.

Carolina Wealth Advisors first reported a position in PNC in Q3 2024 and held it in 4 quarters. The position peaked at $2.51K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 13 PNC Financial Services shares in Q3 2025, an estimated $2.42K.
  • Carolina Wealth Advisors first reported a position in PNC Financial Services in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's PNC Financial Services position peaked at $2.51K in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.