Midwest Professional Planners Ltd (MPPL)’s PNC Financial Services PNC Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 Q4	–	Sell	-3,440	Closed	-$691K	–	153
2025 Q3	$691K	Sell	3,440 -20	-0.6%	-$3.96K	0.17%	112
2025 Q2	$645K	Buy	3,460 +125	+4%	+$21.2K	0.17%	108
2025 Q1	$586K	Buy	3,335 +40	+1%	+$7.55K	0.18%	116
2024 Q4	$635K	Buy	3,295 +100	+3%	+$19.7K	0.19%	113
2024 Q3	$591K	Buy	3,195 +74	+2%	+$13K	0.18%	115
2024 Q2	$485K	Buy	3,121 +10	+0.3%	+$1.55K	0.16%	110
2024 Q1	$503K	Buy	+3,111	New	+$469K	0.18%	109
2018 Q4	–	Sell	-3,443	Closed	-$469K	–	89
2018 Q3	$469K	Buy	3,443 +69	+2%	+$9.81K	0.43%	51
2018 Q2	$456K	Buy	3,374 +61	+2%	+$8.9K	0.41%	47
2018 Q1	$501K	Buy	3,313 +147	+5%	+$22.8K	0.45%	51
2017 Q4	$457K	Buy	+3,166	New	+$437K	0.42%	55

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

Norges Bank Oslo, Norway $1T AUM

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

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

Midwest Professional Planners Ltd (MPPL)'s PNC Position: Q4 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 3,440 shares — an estimated $691K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in PNC in Q4 2017 and held it in 11 quarters. The position peaked at $691K in Q3 2025. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 3,440 PNC Financial Services shares in Q4 2025, an estimated $691K.
Midwest Professional Planners Ltd (MPPL) first reported a position in PNC Financial Services in Q4 2017 and held it in 11 quarters.
Midwest Professional Planners Ltd (MPPL)'s PNC Financial Services position peaked at $691K in Q3 2025.
1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2025, filed 6 Feb 2026.