CFA
PNC icon

CWS Financial Advisors’s PNC Financial Services PNC Stock Holding History

CWS Financial 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
2023
Q1 		– Sell
-1,658
Closed -$291K – 155
2022
Q4 		$291K Buy
+1,658
New +$261K 0.13% 110
2022
Q1 		– Sell
-1,673
Closed -$335K – 156
2021
Q4 		$335K Buy
+1,673
New +$340K 0.12% 106
2021
Q2 		$316K Hold
1,658
– – 0.13% 110
2021
Q1 		$291K Hold
1,658
– – 0.13% 110
2020
Q4 		$247K Buy
+1,658
New +$212K 0.14% 111
2020
Q2 		– Sell
-1,658
Closed -$265K – 132
2020
Q1 		$265K Hold
1,658
– – 0.2% 98
2019
Q4 		$265K Buy
+1,658
New +$249K 0.19% 99

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return