L.M. Kohn & Company’s PNC Financial Services PNC Stock Holding History

L.M. Kohn & Company’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	–	Sell	-4,924	Closed	-$918K	–	239
2025 Q2	$918K	Sell	4,924 -118	-2%	-$20K	0.25%	79
2025 Q1	$886K	Buy	5,042 +33	+0.7%	+$6.23K	0.23%	93
2024 Q4	$966K	Buy	5,009 +181	+4%	+$35.6K	0.25%	75
2024 Q3	$893K	Buy	4,828 +103	+2%	+$18.1K	0.23%	95
2024 Q2	$735K	Sell	4,725 -94	-2%	-$14.6K	0.2%	106
2024 Q1	$779K	Buy	4,819 +275	+6%	+$41.4K	0.22%	100
2023 Q4	$704K	Buy	4,544 +2,311	+103%	+$299K	0.22%	97
2023 Q3	$274K	Buy	2,233 +186	+9%	+$23.4K	0.1%	182
2023 Q2	$258K	Buy	+2,047	New	+$250K	0.1%	184

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

L.M. Kohn & Company's PNC Position: Q3 2025 in Review

L.M. Kohn & Company sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 4,924 shares — an estimated $918K sold.

L.M. Kohn & Company first reported a position in PNC in Q2 2023 and held it in 9 quarters. The position peaked at $966K in Q4 2024. 1,797 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

L.M. Kohn & Company reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,924 PNC Financial Services shares in Q3 2025, an estimated $918K.
L.M. Kohn & Company first reported a position in PNC Financial Services in Q2 2023 and held it in 9 quarters.
L.M. Kohn & Company's PNC Financial Services position peaked at $966K in Q4 2024.
1,797 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.