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Marcum Wealth’s PNC Financial Services PNC Stock Holding History

Marcum Wealth’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
Q1 		$848K Sell
4,825
-418
-8% -$78.9K 0.07% 126
2024
Q4 		$1.01M Sell
5,243
-304
-5% -$59.8K 0.09% 114
2024
Q3 		$1.03M Sell
5,547
-23
-0.4% -$4.03K 0.1% 108
2024
Q2 		$866K Buy
5,570
+250
+5% +$38.7K 0.09% 116
2024
Q1 		$860K Buy
5,320
+83
+2% +$12.5K 0.09% 121
2023
Q4 		$811K Sell
5,237
-282
-5% -$36.5K 0.09% 121
2023
Q3 		$678K Buy
5,519
+777
+16% +$97.8K 0.08% 129
2023
Q2 		$597K Buy
4,742
+339
+8% +$41.4K 0.07% 144
2023
Q1 		$560K Buy
4,403
+711
+19% +$107K 0.07% 157
2022
Q4 		$583K Sell
3,692
-154
-4% -$24.2K 0.08% 151
2022
Q3 		$575K Buy
3,846
+66
+2% +$10.7K 0.09% 142
2022
Q2 		$596K Buy
3,780
+521
+16% +$87.3K 0.09% 138
2022
Q1 		$601K Sell
3,259
-654
-17% -$132K 0.08% 136
2021
Q4 		$785K Buy
3,913
+43
+1% +$8.75K 0.11% 123
2021
Q3 		$757K Sell
3,870
-1,825
-32% -$345K 0.12% 123
2021
Q2 		$1.09M Sell
5,695
-174
-3% -$32.7K 0.18% 81
2021
Q1 		$1.03M Buy
+5,869
New +$968K 0.17% 87

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's PNC Position: Q1 2025 in Review

Marcum Wealth reduced its PNC Financial Services (PNC) stake by 8% in Q1 2025, selling an estimated $78.9K and leaving 4,825 shares worth $848K. The position accounts for 0.07% of the portfolio, ranked #126.

Marcum Wealth first reported a position in PNC in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q2 2021. 1,743 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Marcum Wealth held 4,825 shares of PNC Financial Services worth $848K as of Q1 2025.
  • Marcum Wealth sold 418 PNC Financial Services shares in Q1 2025, an estimated $78.9K.
  • PNC Financial Services made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #126 holding.
  • Marcum Wealth first reported a position in PNC Financial Services in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's PNC Financial Services position peaked at $1.09M in Q2 2021.
  • 1,743 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.