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

Norris 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
2025
Q4 		– Sell
-17,857
Closed -$3.59M – 107
2025
Q3 		$3.59M Buy
17,857
+482
+3% +$95.3K 1.31% 22
2025
Q2 		$3.24M Buy
17,375
+8,781
+102% +$1.49M 1.33% 25
2025
Q1 		$1.51M Sell
8,594
-920
-10% -$174K 0.7% 40
2024
Q4 		$1.83M Sell
9,514
-412
-4% -$81K 0.86% 32
2024
Q3 		$1.83M Buy
9,926
+150
+2% +$26.3K 0.9% 29
2024
Q2 		$1.52M Buy
+9,776
New +$1.52M 0.79% 37

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Franklin Resources
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return