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GWMI
Guardian Wealth Management (Illinois)’s
PNC Financial Services
PNC
Stock Holding History
Guardian Wealth Management (Illinois)’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
Q2
–
Sell
-180
Closed
-$31.7K
–
160
2025
Q1
$31.7K
Buy
180
+1
+0.6%
+$189
0.02%
122
2024
Q4
$34.5K
Buy
179
+2
+1%
+$393
0.02%
125
2024
Q3
$32.7K
Buy
177
+1
+0.6%
+$175
0.02%
129
2024
Q2
$27.3K
Buy
176
+2
+1%
+$310
0.02%
129
2024
Q1
$28.1K
Buy
174
+2
+1%
+$301
0.02%
129
2023
Q4
$26.7K
Buy
172
+2
+1%
+$259
0.02%
131
2023
Q3
$20.9K
Buy
170
+2
+1%
+$252
0.02%
135
2023
Q2
$21.2K
Buy
168
+2
+1%
+$244
0.02%
134
2023
Q1
$21.1K
Buy
166
+2
+1%
+$302
0.02%
133
2022
Q4
$25.9K
Buy
164
+1
+0.6%
+$157
0.03%
134
2022
Q3
$24K
Buy
163
+2
+1%
+$324
0.03%
131
2022
Q2
$25K
Buy
161
+1
+0.6%
+$168
0.03%
133
2022
Q1
$29K
Buy
160
+1
+0.6%
+$202
0.03%
139
2021
Q4
$32K
Buy
+159
New
+$32.4K
0.03%
132
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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29.17%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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