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Northwest Financial Advisors’s PNC Financial Services PNC Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-279
Closed -$51.6K – 415
2024
Q3 		$51.6K Buy
+279
New +$48.9K 0.04% 220
2024
Q1 		– Sell
-382
Closed -$59.2K – 397
2023
Q4 		$59.2K Buy
+382
New +$49.5K 0.05% 191

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Financial Advisors's PNC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 279 shares — an estimated $51.6K sold.

Northwest Financial Advisors first reported a position in PNC in Q4 2023 and held it in 2 quarters. The position peaked at $59.2K in Q4 2023. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 279 PNC Financial Services shares in Q4 2024, an estimated $51.6K.
  • Northwest Financial Advisors first reported a position in PNC Financial Services in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's PNC Financial Services position peaked at $59.2K in Q4 2023.
  • 1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.