EWM
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EPG Wealth Management’s PNC Financial Services PNC Stock Holding History

EPG 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
2023
Q2 		– Sell
-4,846
Closed -$616K – 425
2023
Q1 		$616K Buy
4,846
+2,492
+106% +$376K 0.19% 124
2022
Q4 		$372K Buy
2,354
+100
+4% +$15.7K 0.14% 135
2022
Q3 		$337K Buy
2,254
+230
+11% +$37.3K 0.14% 144
2022
Q2 		$319K Buy
2,024
+99
+5% +$16.6K 0.14% 152
2022
Q1 		$355K Buy
1,925
+575
+43% +$116K 0.12% 154
2021
Q4 		$271K Buy
1,350
+3
+0.2% +$611 0.1% 186
2021
Q3 		$264K Sell
1,347
-342
-20% -$64.6K 0.11% 171
2021
Q2 		$322K Buy
1,689
+40
+2% +$7.51K 0.14% 145
2021
Q1 		$289K Buy
+1,649
New +$272K 0.14% 142
2020
Q2 		– Sell
-768
Closed -$73K – 596
2020
Q1 		$73K Sell
768
-577
-43% -$77.5K 0.05% 224
2019
Q4 		$215K Buy
+1,345
New +$202K 0.16% 94

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EPG Wealth Management's PNC Position: Q2 2023 in Review

EPG Wealth Management sold out of PNC Financial Services (PNC) in Q2 2023, closing a stake of 4,846 shares — an estimated $616K sold.

EPG Wealth Management first reported a position in PNC in Q4 2019 and held it in 11 quarters. The position peaked at $616K in Q1 2023. 1,388 funds tracked by Wall St. Rank hold PNC as of Q2 2023.

  • EPG Wealth Management reported no remaining PNC Financial Services position as of Q2 2023 after selling out during the quarter.
  • EPG Wealth Management sold 4,846 PNC Financial Services shares in Q2 2023, an estimated $616K.
  • EPG Wealth Management first reported a position in PNC Financial Services in Q4 2019 and held it in 11 quarters.
  • EPG Wealth Management's PNC Financial Services position peaked at $616K in Q1 2023.
  • 1,388 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.