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

Doyle 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
2022
Q3 		$7.8M Sell
52,229
-1,257
-2% -$204K 0.67% 53
2022
Q2 		$8.44M Buy
53,486
+2,893
+6% +$485K 0.68% 54
2022
Q1 		$9.33M Buy
50,593
+43,903
+656% +$8.88M 0.67% 52
2021
Q4 		$1.34M Buy
6,690
+6
+0.1% +$1.22K 0.1% 99
2021
Q3 		$1.31M Buy
6,684
+6
+0.1% +$1.13K 0.1% 95
2021
Q2 		$1.27M Buy
6,678
+6
+0.1% +$1.13K 0.11% 98
2021
Q1 		$1.17M Sell
6,672
-31
-0.5% -$5.11K 0.11% 98
2020
Q4 		$999K Sell
6,703
-341
-5% -$43.6K 0.1% 103
2020
Q3 		$774K Buy
7,044
+560
+9% +$60.2K 0.09% 106
2020
Q2 		$682K Buy
6,484
+2,479
+62% +$261K 0.09% 99
2020
Q1 		$383K Buy
4,005
+2,680
+202% +$360K 0.06% 121
2019
Q4 		$212K Buy
+1,325
New +$199K 0.03% 199
2019
Q3 		– Sell
-1,421
Closed -$195K – 603
2019
Q2 		$195K Buy
+1,421
New +$188K 0.03% 190
2019
Q1 		– Sell
-1,255
Closed -$147K – 587
2018
Q4 		$147K Sell
1,255
-374
-23% -$47.7K 0.02% 208
2018
Q3 		$222K Buy
1,629
+2
+0.1% +$284 0.03% 179
2018
Q2 		$220K Buy
1,627
+2
+0.1% +$292 0.04% 167
2018
Q1 		$246K Hold
1,625
– – 0.04% 146
2017
Q4 		$234K Hold
1,625
– – 0.04% 150
2017
Q3 		$219K Hold
1,625
– – 0.04% 142
2017
Q2 		$203K Buy
+1,625
New +$196K 0.04% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doyle Wealth Management's PNC Position: Q3 2022 in Review

Doyle Wealth Management reduced its PNC Financial Services (PNC) stake by 2.4% in Q3 2022, selling an estimated $204K and leaving 52,229 shares worth $7.8M. The position accounts for 0.67% of the portfolio, ranked #53.

Doyle Wealth Management first reported a position in PNC in Q2 2017 and has held it in 20 quarters since. The position peaked at $9.33M in Q1 2022. 1,418 funds tracked by Wall St. Rank hold PNC as of Q3 2022.

  • Doyle Wealth Management held 52,229 shares of PNC Financial Services worth $7.8M as of Q3 2022.
  • Doyle Wealth Management sold 1,257 PNC Financial Services shares in Q3 2022, an estimated $204K.
  • PNC Financial Services made up 0.67% of Doyle Wealth Management's portfolio in Q3 2022, its #53 holding.
  • Doyle Wealth Management first reported a position in PNC Financial Services in Q2 2017 and has held it in 20 quarters since.
  • Doyle Wealth Management's PNC Financial Services position peaked at $9.33M in Q1 2022.
  • 1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.