Northeast Financial Consultants’s PNC Financial Services PNC Stock Holding History

Northeast Financial Consultants’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 Q2	$1.06M	Hold	5,694	–	–	0.04%	154
2025 Q1	$1M	Sell	5,694 -5,500	-49%	-$1.04M	0.04%	150
2024 Q4	$2.16M	Hold	11,194	–	–	0.09%	102
2024 Q3	$2.07M	Hold	11,194	–	–	0.09%	101
2024 Q2	$1.74M	Sell	11,194 -18,000	-62%	-$2.79M	0.08%	107
2024 Q1	$4.72M	Sell	29,194 -9,000	-24%	-$1.36M	0.23%	65
2023 Q4	$5.91M	Hold	38,194	–	–	0.33%	53
2023 Q3	$4.69M	Sell	38,194 -12,664	-25%	-$1.59M	0.29%	57
2023 Q2	$6.41M	Buy	50,858 +25,000	+97%	+$3.06M	0.39%	46
2023 Q1	$3.29M	Hold	25,858	–	–	0.21%	73
2022 Q4	$4.08M	Hold	25,858	–	–	0.28%	60
2022 Q3	$3.86M	Hold	25,858	–	–	0.28%	59
2022 Q2	$4.08M	Buy	25,858 +596	+2%	+$99.9K	0.28%	56
2022 Q1	$4.66M	Buy	25,262 +68	+0.3%	+$13.7K	0.27%	57
2021 Q4	$5.05M	Hold	25,194	–	–	0.3%	52
2021 Q3	$4.93M	Hold	25,194	–	–	0.33%	50
2021 Q2	$4.81M	Hold	25,194	–	–	0.32%	55
2021 Q1	$4.42M	Buy	+25,194	New	+$4.16M	0.34%	50
2020 Q2	–	Sell	-15,426	Closed	-$1.48M	–	305
2020 Q1	$1.48M	Sell	15,426 -82	-0.5%	-$11K	0.17%	84
2019 Q4	$2.48M	Hold	15,508	–	–	0.22%	74
2019 Q3	$2.17M	Hold	15,508	–	–	0.22%	81
2019 Q2	$2.13M	Buy	15,508 +194	+1%	+$25.6K	0.22%	76
2019 Q1	$1.88M	Buy	15,314 +650	+4%	+$80.5K	0.21%	73
2018 Q4	$1.71M	Buy	+14,664	New	+$1.87M	0.24%	69

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's PNC Position: Q2 2025 in Review

Northeast Financial Consultants held its PNC Financial Services (PNC) position steady in Q2 2025 at 5,694 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #154.

Northeast Financial Consultants first reported a position in PNC in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.41M in Q2 2023. 1,755 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

Northeast Financial Consultants held 5,694 shares of PNC Financial Services worth $1.06M as of Q2 2025.
Northeast Financial Consultants left its PNC Financial Services share count unchanged in Q2 2025.
PNC Financial Services made up 0.04% of Northeast Financial Consultants's portfolio in Q2 2025, its #154 holding.
Northeast Financial Consultants first reported a position in PNC Financial Services in Q4 2018 and has held it in 24 quarters since.
Northeast Financial Consultants's PNC Financial Services position peaked at $6.41M in Q2 2023.
1,755 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.