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Carolinas Wealth Consulting’s PNC Financial Services PNC Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-4,937
Closed -$113K – 700
2025
Q1 		$113K Sell
4,937
-71
-1% -$13.4K 0.02% 224
2024
Q4 		$138K Buy
5,008
+18
+0.4% +$3.54K 0.03% 216
2024
Q3 		$129K Buy
4,990
+783
+19% +$137K 0.02% 222
2024
Q2 		$126K Buy
4,207
+6
+0.1% +$930 0.02% 225
2024
Q1 		$130K Buy
4,201
+13
+0.3% +$1.96K 0.03% 227
2023
Q4 		$123K Sell
4,188
-9
-0.2% -$1.17K 0.03% 209
2023
Q3 		$94.2K Buy
4,197
+476
+13% +$59.9K 0.02% 222
2023
Q2 		$42K Sell
3,721
-220
-6% -$26.9K 0.01% 372
2023
Q1 		$70.3K Sell
3,941
-252
-6% -$38K 0.02% 309
2022
Q4 		$53.3K Buy
4,193
+121
+3% +$19K 0.01% 348
2022
Q3 		$33K Buy
4,072
+101
+3% +$16.4K 0.01% 383
2022
Q2 		$18K Buy
3,971
+3,889
+4,743% +$652K ﹤0.01% 476
2022
Q1 		$15K Buy
82
+4
+5% +$809 ﹤0.01% 541
2021
Q4 		$16K Hold
78
– – ﹤0.01% 541
2021
Q3 		$15K Sell
78
-148
-65% -$28K ﹤0.01% 523
2021
Q2 		$43K Sell
226
-9
-4% -$1.69K 0.01% 383
2021
Q1 		$41K Sell
235
-2
-0.8% -$330 0.01% 394
2020
Q4 		$35K Sell
237
-29
-11% -$3.71K 0.01% 391
2020
Q3 		$29K Buy
266
+159
+149% +$17.1K 0.01% 352
2020
Q2 		$11K Buy
+107
New +$11.3K ﹤0.01% 335

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

Carolinas Wealth Consulting's PNC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of PNC Financial Services (PNC) in Q2 2025, closing a stake of 4,937 shares — an estimated $113K sold.

Carolinas Wealth Consulting first reported a position in PNC in Q2 2020 and held it in 20 quarters. The position peaked at $138K in Q4 2024. 1,756 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining PNC Financial Services position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,937 PNC Financial Services shares in Q2 2025, an estimated $113K.
  • Carolinas Wealth Consulting first reported a position in PNC Financial Services in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's PNC Financial Services position peaked at $138K in Q4 2024.
  • 1,756 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.