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EnRich Financial Partners’s PNC Financial Services PNC Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-132
Closed -$25.5K – 174
2024
Q4 		$25.5K Hold
132
– – 0.01% 132
2024
Q3 		$24.4K Hold
132
– – 0.01% 128
2024
Q2 		$20.5K Hold
132
– – 0.01% 137
2024
Q1 		$21.3K Buy
+132
New +$19.9K 0.01% 124

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EnRich Financial Partners's PNC Position: Q1 2025 in Review

EnRich Financial Partners sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 132 shares — an estimated $25.5K sold.

EnRich Financial Partners first reported a position in PNC in Q1 2024 and held it in 4 quarters. The position peaked at $25.5K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • EnRich Financial Partners reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 132 PNC Financial Services shares in Q1 2025, an estimated $25.5K.
  • EnRich Financial Partners first reported a position in PNC Financial Services in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's PNC Financial Services position peaked at $25.5K in Q4 2024.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.