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McClarren Financial Advisors’s PNC Financial Services PNC Stock Holding History

McClarren Financial Advisors’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 		– Sell
-335
Closed -$64K – 345
2024
Q4 		$64K Buy
+335
New +$65.9K 0.18% 70
2024
Q3 		– Sell
-466
Closed -$54K – 326
2024
Q2 		$54K Buy
466
+117
+34% +$18.1K 0.04% 140
2024
Q1 		$57K Sell
349
-26
-7% -$3.92K 0.04% 136
2023
Q4 		$58K Buy
375
+35
+10% +$4.53K 0.04% 144
2023
Q3 		$41K Buy
340
+4
+1% +$503 0.04% 157
2023
Q2 		$42K Hold
336
– – 0.03% 163
2023
Q1 		$41K Buy
336
+1
+0.3% +$151 0.04% 157
2022
Q4 		$52K Sell
335
-1
-0.3% -$157 0.05% 142
2022
Q3 		$50K Buy
+336
New +$54.4K 0.05% 126
2022
Q2 		– Sell
-339
Closed -$62K – 203
2022
Q1 		$62K Buy
339
+1
+0.3% +$202 0.04% 112
2021
Q4 		$68K Buy
338
+92
+37% +$18.7K 0.05% 118
2021
Q3 		$48K Sell
246
-638
-72% -$121K 0.04% 118
2021
Q2 		$168K Buy
884
+4
+0.5% +$751 0.14% 58
2021
Q1 		$154K Buy
880
+7
+0.8% +$1.16K 0.14% 62
2020
Q4 		$130K Buy
+873
New +$112K 0.12% 66

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 $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McClarren Financial Advisors's PNC Position: Q1 2025 in Review

McClarren Financial Advisors sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 335 shares — an estimated $64K sold.

McClarren Financial Advisors first reported a position in PNC in Q4 2020 and held it in 15 quarters. The position peaked at $168K in Q2 2021. 1,746 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • McClarren Financial Advisors reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 335 PNC Financial Services shares in Q1 2025, an estimated $64K.
  • McClarren Financial Advisors first reported a position in PNC Financial Services in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's PNC Financial Services position peaked at $168K in Q2 2021.
  • 1,746 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.