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Kiely Wealth Advisory Group’s PNC Financial Services PNC Stock Holding History

Kiely Wealth Advisory Group’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 		$294K Hold
1,490
– – 0.19% 46
2024
Q3 		$314K Hold
1,490
– – 0.2% 39
2024
Q2 		$253K Hold
1,490
– – 0.14% 38
2024
Q1 		$234K Hold
1,490
– – 0.13% 39
2023
Q4 		$226K Buy
+1,490
New +$193K 0.13% 44

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

Kiely Wealth Advisory Group's PNC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its PNC Financial Services (PNC) position steady in Q4 2024 at 1,490 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #46.

Kiely Wealth Advisory Group first reported a position in PNC in Q4 2023 and has held it in 5 quarters since. The position peaked at $314K in Q3 2024. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,490 shares of PNC Financial Services worth $294K as of Q4 2024.
  • Kiely Wealth Advisory Group left its PNC Financial Services share count unchanged in Q4 2024.
  • PNC Financial Services made up 0.19% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #46 holding.
  • Kiely Wealth Advisory Group first reported a position in PNC Financial Services in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's PNC Financial Services position peaked at $314K in Q3 2024.
  • 1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.