NFP
PNC icon

Novak Financial Planning’s PNC Financial Services PNC Stock Holding History

Novak Financial Planning’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 		$1.42M Sell
7,461
-136
-2% -$25.5K 0.7% 47
2021
Q1 		$1.33M Buy
7,597
+3
+0% +$495 0.73% 46
2020
Q4 		$1.13M Buy
+7,594
New +$970K 0.67% 44

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

Novak Financial Planning's PNC Position: Q2 2021 in Review

Novak Financial Planning reduced its PNC Financial Services (PNC) stake by 1.8% in Q2 2021, selling an estimated $25.5K and leaving 7,461 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #47.

Novak Financial Planning first reported a position in PNC in Q4 2020 and has held it in 3 quarters since. 1,390 funds tracked by Wall St. Rank hold PNC as of Q2 2021.

  • Novak Financial Planning held 7,461 shares of PNC Financial Services worth $1.42M as of Q2 2021.
  • Novak Financial Planning sold 136 PNC Financial Services shares in Q2 2021, an estimated $25.5K.
  • PNC Financial Services made up 0.7% of Novak Financial Planning's portfolio in Q2 2021, its #47 holding.
  • Novak Financial Planning first reported a position in PNC Financial Services in Q4 2020 and has held it in 3 quarters since.
  • 1,390 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.