HOWA
PNC icon

Heritage Oak Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Heritage Oak Wealth 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 		– Sell
-1,730
Closed -$320K – 151
2024
Q3 		$320K Buy
+1,730
New +$303K 0.15% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Oak Wealth Advisors's PNC Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 1,730 shares — an estimated $320K sold.

Heritage Oak Wealth Advisors first reported a position in PNC in Q3 2024 and held it in 1 quarter. The position peaked at $320K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,730 PNC Financial Services shares in Q4 2024, an estimated $320K.
  • Heritage Oak Wealth Advisors first reported a position in PNC Financial Services in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's PNC Financial Services position peaked at $320K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.