Castleview Partners’s PNC Financial Services PNC Stock Holding History

Castleview Partners’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 Q3	–	Sell	-8	Closed	-$1.24K	–	809
2024 Q2	$1.24K	Sell	8 -5	-38%	-$775	﹤0.01%	789
2024 Q1	$2.1K	Buy	13 +2	+18%	+$301	﹤0.01%	732
2023 Q4	$1.7K	Buy	11 +6	+120%	+$777	﹤0.01%	719
2023 Q3	$614	Buy	+5	New	+$629	﹤0.01%	635
2023 Q1	–	Sell	-90	Closed	-$14.2K	–	706
2022 Q4	$14.2K	Hold	90	–	–	0.01%	325
2022 Q3	$13K	Buy	90 +57	+173%	+$9.23K	0.01%	356
2022 Q2	$3.77K	Sell	33 -97	-75%	-$16.3K	﹤0.01%	571
2022 Q1	$23K	Sell	130 -25,937	-100%	-$5.24M	0.01%	416
2021 Q4	$130	Buy	+26,067	New	+$5.3M	﹤0.01%	751
2021 Q2	$25K	Buy	+130	New	+$24.4K	0.01%	523

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Castleview Partners's PNC Position: Q3 2024 in Review

Castleview Partners sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 8 shares — an estimated $1.24K sold.

Castleview Partners first reported a position in PNC in Q2 2021 and held it in 10 quarters. The position peaked at $25K in Q2 2021. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

Castleview Partners reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 8 PNC Financial Services shares in Q3 2024, an estimated $1.24K.
Castleview Partners first reported a position in PNC Financial Services in Q2 2021 and held it in 10 quarters.
Castleview Partners's PNC Financial Services position peaked at $25K in Q2 2021.
1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.