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Centricity Wealth Management’s PNC Financial Services PNC Stock Holding History

Centricity Wealth Management’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 		$6.34K Hold
34
– – 0.01% 358
2025
Q1 		$5.98K Hold
34
– – 0.01% 364
2024
Q4 		$6.56K Buy
+34
New +$6.68K 0.01% 365

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's PNC Position: Q2 2025 in Review

Centricity Wealth Management held its PNC Financial Services (PNC) position steady in Q2 2025 at 34 shares worth $6.34K. The position accounts for 0.01% of the portfolio, ranked #358.

Centricity Wealth Management first reported a position in PNC in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.56K in Q4 2024. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Centricity Wealth Management held 34 shares of PNC Financial Services worth $6.34K as of Q2 2025.
  • Centricity Wealth Management left its PNC Financial Services share count unchanged in Q2 2025.
  • PNC Financial Services made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #358 holding.
  • Centricity Wealth Management first reported a position in PNC Financial Services in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's PNC Financial Services position peaked at $6.56K in Q4 2024.
  • 1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.