GA
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Geller Advisors’s PNC Financial Services PNC Stock Holding History

Geller Advisors’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
2024
Q4 		$715K Buy
3,710
+2
+0.1% +$393 0.05% 92
2024
Q3 		$685K Sell
3,708
-659
-15% -$116K 0.05% 101
2024
Q2 		$679K Buy
4,367
+9
+0.2% +$1.4K 0.05% 107
2024
Q1 		$704K Buy
4,358
+135
+3% +$20.3K 0.06% 101
2023
Q4 		$654K Sell
4,223
-104
-2% -$13.5K 0.06% 97
2023
Q3 		$531K Sell
4,327
-349
-7% -$43.9K 0.06% 108
2023
Q2 		$589K Buy
4,676
+2,113
+82% +$258K 0.07% 92
2023
Q1 		$326K Buy
2,563
+579
+29% +$87.3K 0.05% 112
2022
Q4 		$313K Buy
1,984
+328
+20% +$51.6K 0.05% 90
2022
Q3 		$247K Hold
1,656
– – 0.05% 103
2022
Q2 		$261K Hold
1,656
– – 0.05% 104
2022
Q1 		$305K Buy
1,656
+77
+5% +$15.6K 0.06% 109
2021
Q4 		$317K Sell
1,579
-10
-0.6% -$2.04K 0.06% 112
2021
Q3 		$311K Buy
1,589
+100
+7% +$18.9K 0.07% 103
2021
Q2 		$284K Buy
1,489
+22
+1% +$4.13K 0.06% 99
2021
Q1 		$257K Buy
1,467
+510
+53% +$84.1K 0.06% 96
2020
Q4 		$223K Buy
+957
New +$122K 0.06% 103

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Geller Advisors's PNC Position: Q4 2024 in Review

Geller Advisors increased its PNC Financial Services (PNC) stake by 0.05% in Q4 2024, buying an estimated $393 and bringing the position to 3,710 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #92.

Geller Advisors first reported a position in PNC in Q4 2020 and has held it in 17 quarters since. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Geller Advisors held 3,710 shares of PNC Financial Services worth $715K as of Q4 2024.
  • Geller Advisors bought 2 PNC Financial Services shares in Q4 2024, an estimated $393.
  • PNC Financial Services made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #92 holding.
  • Geller Advisors first reported a position in PNC Financial Services in Q4 2020 and has held it in 17 quarters since.
  • 1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.