LIG
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Lokken Investment Group’s PNC Financial Services PNC Stock Holding History

Lokken Investment 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
2025
Q3 		$292K Hold
1,453
– – 0.1% 120
2025
Q2 		$271K Sell
1,453
-5
-0.3% -$846 0.1% 111
2025
Q1 		$256K Buy
1,458
+10
+0.7% +$1.89K 0.11% 111
2024
Q4 		$279K Buy
1,448
+1
+0.1% +$197 0.12% 105
2024
Q3 		$267K Buy
1,447
+1
+0.1% +$175 0.11% 120
2024
Q2 		$225K Buy
1,446
+1
+0.1% +$155 0.11% 128
2024
Q1 		$233K Sell
1,445
-4
-0.3% -$603 0.12% 124
2023
Q4 		$224K Sell
1,449
-802
-36% -$104K 0.13% 121
2023
Q3 		$276K Sell
2,251
-345
-13% -$43.4K 0.18% 105
2023
Q2 		$327K Sell
2,596
-10
-0.4% -$1.22K 0.21% 98
2023
Q1 		$331K Buy
2,606
+384
+17% +$57.9K 0.25% 90
2022
Q4 		$351K Sell
2,222
-136
-6% -$21.4K 0.28% 81
2022
Q3 		$352K Buy
2,358
+101
+4% +$16.4K 0.3% 71
2022
Q2 		$356K Hold
2,257
– – 0.29% 75
2022
Q1 		$375K Sell
2,257
-367
-14% -$74.2K 0.3% 80
2021
Q4 		$526K Buy
2,624
+634
+32% +$129K 0.38% 55
2021
Q3 		$389K Hold
1,990
– – 0.31% 73
2021
Q2 		$380K Buy
1,990
+84
+4% +$15.8K 0.31% 82
2021
Q1 		$334K Hold
1,906
– – 0.29% 78
2020
Q4 		$284K Buy
+1,906
New +$243K 0.26% 72

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lokken Investment Group's PNC Position: Q3 2025 in Review

Lokken Investment Group held its PNC Financial Services (PNC) position steady in Q3 2025 at 1,453 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #120.

Lokken Investment Group first reported a position in PNC in Q4 2020 and has held it in 20 quarters since. The position peaked at $526K in Q4 2021. 1,797 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Lokken Investment Group held 1,453 shares of PNC Financial Services worth $292K as of Q3 2025.
  • Lokken Investment Group left its PNC Financial Services share count unchanged in Q3 2025.
  • PNC Financial Services made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #120 holding.
  • Lokken Investment Group first reported a position in PNC Financial Services in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's PNC Financial Services position peaked at $526K in Q4 2021.
  • 1,797 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.