IBEX Wealth Advisors’s PNC Financial Services PNC Stock Holding History

IBEX 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
2025 Q4	–	Sell	-997	Closed	-$200K	–	185
2025 Q3	$200K	Buy	+997	New	+$197K	0.02%	199
2021 Q4	–	Sell	-47	Closed	-$9K	–	366
2021 Q3	$9K	Buy	+47	New	+$8.88K	﹤0.01%	363
2018 Q4	–	Sell	-25,546	Closed	-$3.47M	–	96
2018 Q3	$3.47M	Buy	25,546 +1,009	+4%	+$143K	1.24%	33
2018 Q2	$3.64M	Hold	24,537	–	–	1.46%	26
2018 Q1	$3.64M	Buy	24,537 +8,591	+54%	+$1.33M	1.48%	26
2017 Q4	$2.31M	Buy	+15,946	New	+$2.2M	1.02%	40
2017 Q1	–	Sell	-617	Closed	-$72K	–	305
2016 Q4	$72K	Buy	+617	New	+$64.2K	0.03%	161

Other funds holding PNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's PNC Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 997 shares — an estimated $200K sold.

IBEX Wealth Advisors first reported a position in PNC in Q4 2016 and held it in 7 quarters. The position peaked at $3.64M in Q2 2018. 1,882 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

IBEX Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 997 PNC Financial Services shares in Q4 2025, an estimated $200K.
IBEX Wealth Advisors first reported a position in PNC Financial Services in Q4 2016 and held it in 7 quarters.
IBEX Wealth Advisors's PNC Financial Services position peaked at $3.64M in Q2 2018.
1,882 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.