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

Oxford 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
Q2 		– Sell
-1,872
Closed -$329K – 267
2025
Q1 		$329K Sell
1,872
-437
-19% -$82.5K 0.02% 167
2024
Q4 		$445K Buy
2,309
+202
+10% +$39.7K 0.03% 160
2024
Q3 		$389K Sell
2,107
-674
-24% -$118K 0.02% 170
2024
Q2 		$432K Buy
2,781
+974
+54% +$151K 0.03% 169
2024
Q1 		$292K Buy
1,807
+13
+0.7% +$1.96K 0.02% 187
2023
Q4 		$278K Sell
1,794
-76
-4% -$9.84K 0.02% 194
2023
Q3 		$230K Sell
1,870
-260
-12% -$32.7K 0.02% 199
2023
Q2 		$268K Sell
2,130
-209
-9% -$25.5K 0.03% 193
2023
Q1 		$297K Buy
2,339
+55
+2% +$8.29K 0.03% 151
2022
Q4 		$361K Sell
2,284
-358
-14% -$56.3K 0.04% 136
2022
Q3 		$395K Sell
2,642
-27
-1% -$4.37K 0.06% 119
2022
Q2 		$421K Buy
2,669
+27
+1% +$4.53K 0.06% 120
2022
Q1 		$487K Buy
2,642
+4
+0.2% +$809 0.06% 118
2021
Q4 		$529K Sell
2,638
-4
-0.2% -$814 0.06% 116
2021
Q3 		$517K Buy
2,642
+4
+0.2% +$756 0.07% 107
2021
Q2 		$503K Hold
2,638
– – 0.07% 111
2021
Q1 		$463K Buy
2,638
+15
+0.6% +$2.47K 0.06% 112
2020
Q4 		$391K Hold
2,623
– – 0.06% 126
2020
Q3 		$288K Buy
2,623
+12
+0.5% +$1.29K 0.05% 131
2020
Q2 		$275K Sell
2,611
-106
-4% -$11.2K 0.05% 133
2020
Q1 		$260K Buy
+2,717
New +$365K 0.05% 129

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oxford Financial Group's PNC Position: Q2 2025 in Review

Oxford Financial Group sold out of PNC Financial Services (PNC) in Q2 2025, closing a stake of 1,872 shares — an estimated $329K sold.

Oxford Financial Group first reported a position in PNC in Q1 2020 and held it in 21 quarters. The position peaked at $529K in Q4 2021. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Oxford Financial Group reported no remaining PNC Financial Services position as of Q2 2025 after selling out during the quarter.
  • Oxford Financial Group sold 1,872 PNC Financial Services shares in Q2 2025, an estimated $329K.
  • Oxford Financial Group first reported a position in PNC Financial Services in Q1 2020 and held it in 21 quarters.
  • Oxford Financial Group's PNC Financial Services position peaked at $529K in Q4 2021.
  • 1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.