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

Dynasty 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
Q3 		– Sell
-1,436
Closed -$268K – 341
2025
Q2 		$268K Sell
1,436
-144
-9% -$24.4K ﹤0.01% 215
2025
Q1 		$272K Buy
1,580
+103
+7% +$19.4K ﹤0.01% 231
2024
Q4 		$285K Buy
1,477
+64
+5% +$12.6K ﹤0.01% 229
2024
Q3 		$261K Sell
1,413
-13
-0.9% -$2.28K 0.01% 208
2024
Q2 		$222K Buy
1,426
+36
+3% +$5.58K 0.01% 231
2024
Q1 		$225K Buy
+1,390
New +$209K 0.01% 244

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynasty Wealth Management's PNC Position: Q3 2025 in Review

Dynasty Wealth Management sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 1,436 shares — an estimated $268K sold.

Dynasty Wealth Management first reported a position in PNC in Q1 2024 and held it in 6 quarters. The position peaked at $285K in Q4 2024. 1,792 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Dynasty Wealth Management reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,436 PNC Financial Services shares in Q3 2025, an estimated $268K.
  • Dynasty Wealth Management first reported a position in PNC Financial Services in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's PNC Financial Services position peaked at $285K in Q4 2024.
  • 1,792 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.