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Lake Street Advisors Group’s PNC Financial Services PNC Stock Holding History

Lake Street Advisors 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 		$2.17M Sell
11,227
-172
-2% -$33.8K 0.1% 126
2024
Q3 		$2.11M Buy
11,399
+74
+0.7% +$13K 0.1% 122
2024
Q2 		$1.76M Buy
11,325
+199
+2% +$30.8K 0.08% 144
2024
Q1 		$1.8M Sell
11,126
-65
-0.6% -$9.8K 0.08% 151
2023
Q4 		$1.73M Buy
11,191
+52
+0.5% +$6.73K 0.09% 152
2023
Q3 		$1.37M Buy
11,139
+134
+1% +$16.9K 0.08% 142
2023
Q2 		$1.39M Buy
11,005
+15
+0.1% +$1.83K 0.08% 150
2023
Q1 		$1.4M Buy
10,990
+472
+4% +$71.2K 0.09% 144
2022
Q4 		$1.66M Sell
10,518
-468
-4% -$73.7K 0.11% 121
2022
Q3 		$1.64M Buy
10,986
+371
+3% +$60.1K 0.12% 119
2022
Q2 		$1.68M Sell
10,615
-35
-0.3% -$5.87K 0.12% 114
2022
Q1 		$1.96M Buy
10,650
+158
+2% +$31.9K 0.13% 111
2021
Q4 		$2.1M Buy
10,492
+63
+0.6% +$12.8K 0.13% 106
2021
Q3 		$2.04M Buy
10,429
+1,011
+11% +$191K 0.22% 77
2021
Q2 		$1.82M Buy
9,418
+99
+1% +$18.6K 0.13% 72
2021
Q1 		$1.64M Buy
9,319
+54
+0.6% +$8.91K 0.13% 68
2020
Q4 		$1.38M Buy
9,265
+131
+1% +$16.7K 0.11% 78
2020
Q3 		$1M Buy
9,134
+274
+3% +$29.5K 0.09% 94
2020
Q2 		$932K Sell
8,860
-169
-2% -$17.8K 0.09% 88
2020
Q1 		$864K Buy
9,029
+1,150
+15% +$154K 0.11% 77
2019
Q4 		$1.26M Buy
7,879
+79
+1% +$11.9K 0.12% 60
2019
Q3 		$1.07M Sell
7,800
-21
-0.3% -$2.85K 0.12% 58
2019
Q2 		$1.07M Buy
7,821
+235
+3% +$31.1K 0.11% 59
2019
Q1 		$930K Sell
7,586
-10
-0.1% -$1.24K 0.1% 65
2018
Q4 		$888K Buy
7,596
+223
+3% +$28.5K 0.11% 59
2018
Q3 		$1M Sell
7,373
-1,223
-14% -$174K 0.11% 54
2018
Q2 		$1.16M Sell
8,596
-66
-0.8% -$9.63K 0.12% 67
2018
Q1 		$1.31M Hold
8,662
– – 0.15% 51
2017
Q4 		$1.25M Buy
+8,662
New +$1.2M 0.14% 57

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

Lake Street Advisors Group's PNC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its PNC Financial Services (PNC) stake by 1.5% in Q4 2024, selling an estimated $33.8K and leaving 11,227 shares worth $2.17M. The position accounts for 0.1% of the portfolio, ranked #126.

Lake Street Advisors Group first reported a position in PNC in Q4 2017 and has held it in 29 quarters since. 1,732 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Lake Street Advisors Group held 11,227 shares of PNC Financial Services worth $2.17M as of Q4 2024.
  • Lake Street Advisors Group sold 172 PNC Financial Services shares in Q4 2024, an estimated $33.8K.
  • PNC Financial Services made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #126 holding.
  • Lake Street Advisors Group first reported a position in PNC Financial Services in Q4 2017 and has held it in 29 quarters since.
  • 1,732 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.