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Coppell Advisory Solutions Corp’s PNC Financial Services PNC Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$1.42M Buy
+8,794
New +$1.33M 0.27% 86
2023
Q1 		$321K Buy
2,523
+240
+11% +$36.2K 0.11% 149
2022
Q4 		$361K Buy
+2,283
New +$359K 0.12% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's PNC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in PNC Financial Services (PNC) in Q1 2024: 8,794 shares worth $1.42M. The stake represents 0.27% of the portfolio and ranks #86 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PNC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in PNC in Q4 2022 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 8,794 shares of PNC Financial Services worth $1.42M as of Q1 2024.
  • PNC Financial Services was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • PNC Financial Services made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #86 holding.
  • Coppell Advisory Solutions Corp first reported a position in PNC Financial Services in Q4 2022 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.