DI
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Disciplined Investments’s PNC Financial Services PNC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-116
Closed -$14.6K – 1172
2023
Q2 		$14.6K Sell
116
-3
-3% -$367 0.01% 301
2023
Q1 		$15.1K Buy
119
+12
+11% +$1.81K 0.01% 325
2022
Q4 		$16.9K Sell
107
-3
-3% -$472 0.01% 294
2022
Q3 		$16K Sell
110
-7
-6% -$1.13K 0.01% 332
2022
Q2 		$18K Buy
117
+2
+2% +$335 0.01% 330
2022
Q1 		$21K Buy
115
+19
+20% +$3.84K 0.01% 324
2021
Q4 		$19K Hold
96
– – 0.01% 315
2021
Q3 		$19K Hold
96
– – 0.01% 278
2021
Q2 		$18K Buy
+96
New +$18K 0.01% 272

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Disciplined Investments's PNC Position: Q3 2023 in Review

Disciplined Investments sold out of PNC Financial Services (PNC) in Q3 2023, closing a stake of 116 shares — an estimated $14.6K sold.

Disciplined Investments first reported a position in PNC in Q2 2021 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 1,379 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

  • Disciplined Investments reported no remaining PNC Financial Services position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 116 PNC Financial Services shares in Q3 2023, an estimated $14.6K.
  • Disciplined Investments first reported a position in PNC Financial Services in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's PNC Financial Services position peaked at $21K in Q1 2022.
  • 1,379 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.