Essential Planning’s PNC Financial Services PNC Stock Holding History

Essential Planning’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	-9,815	Closed	-$1.93M	–	243
2024 Q4	$1.93M	Buy	+9,815	New	+$1.93M	0.01%	196

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essential Planning's PNC Position: Q1 2025 in Review

Essential Planning sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 9,815 shares — an estimated $1.93M sold.

Essential Planning first reported a position in PNC in Q4 2024 and held it in 1 quarter. The position peaked at $1.93M in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

Essential Planning reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 9,815 PNC Financial Services shares in Q1 2025, an estimated $1.93M.
Essential Planning first reported a position in PNC Financial Services in Q4 2024 and held it in 1 quarter.
Essential Planning's PNC Financial Services position peaked at $1.93M in Q4 2024.
1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.