GWAG
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Garrett Wealth Advisory Group’s PNC Financial Services PNC Stock Holding History

Garrett Wealth Advisory Group’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
2026
Q1 		$995K Buy
4,783
+343
+8% +$74.7K 0.18% 47
2025
Q4 		$927K Hold
4,440
– – 0.18% 40
2025
Q3 		$892K Buy
4,440
+1,211
+38% +$240K 0.17% 42
2025
Q2 		$602K Buy
3,229
+131
+4% +$22.2K 0.13% 55
2025
Q1 		$545K Buy
3,098
+770
+33% +$145K 0.12% 51
2024
Q4 		$449K Buy
2,328
+1,084
+87% +$213K 0.1% 62
2024
Q3 		$230K Buy
+1,244
New +$218K 0.06% 89
2019
Q4 		– Sell
-33
Closed -$4.63K – 497
2019
Q3 		$4.63K Buy
+33
New +$4.48K ﹤0.01% 387

Other funds holding PNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return