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Next Financial Group’s PNC Financial Services PNC Stock Holding History

Next Financial 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
2021
Q4 		$1.1M Buy
5,489
+1,088
+25% +$221K 0.07% 304
2021
Q3 		$861K Buy
4,401
+742
+20% +$140K 0.07% 307
2021
Q2 		$698K Buy
3,659
+155
+4% +$29.1K 0.06% 357
2021
Q1 		$615K Sell
3,504
-81
-2% -$13.4K 0.05% 356
2020
Q4 		$534K Sell
3,585
-183
-5% -$23.4K 0.05% 352
2020
Q3 		$414K Buy
3,768
+668
+22% +$71.8K 0.04% 384
2020
Q2 		$326K Sell
3,100
-332
-10% -$35K 0.04% 394
2020
Q1 		$329K Buy
3,432
+543
+19% +$72.9K 0.04% 373
2019
Q4 		$461K Sell
2,889
-423
-13% -$63.5K 0.05% 393
2019
Q3 		$464K Buy
3,312
+26
+0.8% +$3.53K 0.05% 377
2019
Q2 		$451K Buy
3,286
+1,981
+152% +$262K 0.05% 368
2019
Q1 		$160K Sell
1,305
-1,752
-57% -$217K 0.04% 424
2018
Q4 		$357K Buy
3,057
+1,072
+54% +$137K 0.07% 272
2018
Q3 		$270K Sell
1,985
-93
-4% -$13.2K 0.13% 161
2018
Q2 		$281K Sell
2,078
-1,008
-33% -$147K 0.11% 209
2018
Q1 		$467K Buy
3,086
+350
+13% +$54.3K 0.1% 221
2017
Q4 		$395K Sell
2,736
-899
-25% -$124K 0.17% 160
2017
Q3 		$486K Buy
3,635
+782
+27% +$100K 0.14% 171
2017
Q2 		$356K Sell
2,853
-98
-3% -$11.8K 0.09% 240
2017
Q1 		$353K Sell
2,951
-2,063
-41% -$253K 0.1% 217
2016
Q4 		$586K Buy
5,014
+17
+0.3% +$1.77K 0.1% 225
2016
Q3 		$450K Buy
4,997
+2,991
+149% +$257K 0.08% 263
2016
Q2 		$163K Buy
2,006
+601
+43% +$51.7K 0.05% 342
2016
Q1 		$118K Buy
1,405
+57
+4% +$4.85K 0.04% 384
2015
Q4 		$128K Sell
1,348
-2
-0.1% -$186 0.05% 355
2015
Q3 		$120K Sell
1,350
-74
-5% -$6.96K 0.04% 385
2015
Q2 		$136K Sell
1,424
-51
-3% -$4.82K 0.05% 390
2015
Q1 		$137K Sell
1,475
-194
-12% -$17.5K 0.04% 390
2014
Q4 		$152K Sell
1,669
-1,151
-41% -$99.8K 0.05% 353
2014
Q3 		$241K Buy
+2,820
New +$240K 0.05% 402

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Next Financial Group's PNC Position: Q4 2021 in Review

Next Financial Group increased its PNC Financial Services (PNC) stake by 25% in Q4 2021, buying an estimated $221K and bringing the position to 5,489 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #304.

Next Financial Group first reported a position in PNC in Q3 2014 and has held it in 30 quarters since. 1,507 funds tracked by Wall St. Rank hold PNC as of Q4 2021.

  • Next Financial Group held 5,489 shares of PNC Financial Services worth $1.1M as of Q4 2021.
  • Next Financial Group bought 1,088 PNC Financial Services shares in Q4 2021, an estimated $221K.
  • PNC Financial Services made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #304 holding.
  • Next Financial Group first reported a position in PNC Financial Services in Q3 2014 and has held it in 30 quarters since.
  • 1,507 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.