Kathleen S. Wright Associates’s PNC Financial Services PNC Stock Holding History

Kathleen S. Wright Associates’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 Q3	$584K	Sell	3,055 -791	-21%	-$156K	0.22%	69
2025 Q2	$754K	Hold	3,846	–	–	0.29%	62
2025 Q1	$624K	Hold	3,846	–	–	0.26%	68
2024 Q4	$764K	Sell	3,846 -320	-8%	-$62.9K	0.32%	59
2024 Q3	$760K	Hold	4,166	–	–	0.31%	58
2024 Q2	$702K	Hold	4,166	–	–	0.32%	59
2024 Q1	$631K	Sell	4,166 -503	-11%	-$75.8K	0.3%	62
2023 Q4	$706K	Hold	4,669	–	–	0.36%	56
2023 Q3	$562K	Buy	4,669 +4,593	+6,043%	+$578K	0.31%	62
2023 Q2	$9.53K	Sell	76 -34	-31%	-$4.16K	0.01%	132
2023 Q1	$13.9K	Sell	110 -4,689	-98%	-$707K	0.01%	124
2022 Q4	$758K	Hold	4,799	–	–	0.51%	48
2022 Q3	$717K	Buy	4,799 +34	+0.7%	+$5.51K	0.58%	42
2022 Q2	$752K	Hold	4,765	–	–	0.63%	40
2022 Q1	$879K	Hold	4,765	–	–	0.64%	39
2021 Q4	$955K	Buy	+4,765	New	+$970K	0.7%	37

Other funds holding PNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kathleen S. Wright Associates's PNC Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its PNC Financial Services (PNC) stake by 21% in Q3 2025, selling an estimated $156K and leaving 3,055 shares worth $584K. The position accounts for 0.22% of the portfolio, ranked #69.

Kathleen S. Wright Associates first reported a position in PNC in Q4 2021 and has held it in 16 quarters since. The position peaked at $955K in Q4 2021. 1,792 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

Kathleen S. Wright Associates held 3,055 shares of PNC Financial Services worth $584K as of Q3 2025.
Kathleen S. Wright Associates sold 791 PNC Financial Services shares in Q3 2025, an estimated $156K.
PNC Financial Services made up 0.22% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #69 holding.
Kathleen S. Wright Associates first reported a position in PNC Financial Services in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's PNC Financial Services position peaked at $955K in Q4 2021.
1,792 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.