OPS
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Orion Portfolio Solutions’s PNC Financial Services PNC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$12.3M Buy
69,857
+40,920
+141% +$7.72M 0.12% 150
2024
Q4 		$5.58M Buy
28,937
+1,219
+4% +$240K 0.06% 305
2024
Q3 		$5.12M Sell
27,718
-16,491
-37% -$2.89M 0.05% 325
2024
Q2 		$6.87M Sell
44,209
-248
-0.6% -$38.4K 0.07% 247
2024
Q1 		$7.18M Buy
44,457
+796
+2% +$120K 0.08% 251
2023
Q4 		$6.88M Sell
43,661
-2,084
-5% -$270K 0.08% 239
2023
Q3 		$5.62M Sell
45,745
-3,974
-8% -$500K 0.07% 273
2023
Q2 		$6.26M Buy
49,719
+22,969
+86% +$2.81M 0.07% 277
2023
Q1 		$3.4M Buy
26,750
+15,931
+147% +$2.4M 0.04% 377
2022
Q4 		$1.71M Buy
10,819
+1,664
+18% +$262K 0.06% 213
2022
Q3 		$1.37M Buy
9,155
+2,751
+43% +$446K 0.05% 204
2022
Q2 		$1.01M Buy
6,404
+940
+17% +$158K 0.04% 253
2022
Q1 		$1.01M Sell
5,464
-1,339
-20% -$271K 0.04% 265
2021
Q4 		$1.36M Buy
6,803
+346
+5% +$70.4K 0.05% 224
2021
Q3 		$1.26M Buy
6,457
+228
+4% +$43.1K 0.05% 223
2021
Q2 		$1.19M Buy
6,229
+503
+9% +$94.4K 0.05% 204
2021
Q1 		$1M Buy
5,726
+984
+21% +$162K 0.04% 205
2020
Q4 		$707K Sell
4,742
-10
-0.2% -$1.28K 0.03% 241
2020
Q3 		$522K Buy
4,752
+815
+21% +$87.7K 0.03% 256
2020
Q2 		$414K Buy
3,937
+919
+30% +$96.8K 0.02% 269
2020
Q1 		$289K Sell
3,018
-1,712
-36% -$230K 0.02% 262
2019
Q4 		$755K Buy
+4,730
New +$710K 0.06% 163

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's PNC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its PNC Financial Services (PNC) stake by 141% in Q1 2025, buying an estimated $7.72M and bringing the position to 69,857 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #150.

Orion Portfolio Solutions first reported a position in PNC in Q4 2019 and has held it in 22 quarters since. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Orion Portfolio Solutions held 69,857 shares of PNC Financial Services worth $12.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 40,920 PNC Financial Services shares in Q1 2025, an estimated $7.72M.
  • PNC Financial Services made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #150 holding.
  • Orion Portfolio Solutions first reported a position in PNC Financial Services in Q4 2019 and has held it in 22 quarters since.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.