MLFP
PNC icon

MPS Loria Financial Planners’s PNC Financial Services PNC Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-231
Closed -$40K – 453
2021
Q1 		$40K Hold
231
– – 0.02% 181
2020
Q4 		$34K Buy
+231
New +$29.5K 0.02% 191
2017
Q3 		– Sell
-136
Closed -$18K – 271
2017
Q2 		$18K Buy
+136
New +$16.4K 0.01% 241

Other funds holding PNC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MPS Loria Financial Planners's PNC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of PNC Financial Services (PNC) in Q2 2021, closing a stake of 231 shares — an estimated $40K sold.

MPS Loria Financial Planners first reported a position in PNC in Q2 2017 and held it in 3 quarters. The position peaked at $40K in Q1 2021. 1,390 funds tracked by Wall St. Rank hold PNC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining PNC Financial Services position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 231 PNC Financial Services shares in Q2 2021, an estimated $40K.
  • MPS Loria Financial Planners first reported a position in PNC Financial Services in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's PNC Financial Services position peaked at $40K in Q1 2021.
  • 1,390 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.