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Pacific Capital Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Pacific Capital Wealth 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
-12
Closed -$2.22K – 463
2024
Q3 		$2.22K Buy
+12
New +$2.1K ﹤0.01% 393
2024
Q2 		– Sell
-14
Closed -$2.26K – 640
2024
Q1 		$2.26K Buy
+14
New +$2.11K ﹤0.01% 424

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

Pacific Capital Wealth Advisors's PNC Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 12 shares — an estimated $2.22K sold.

Pacific Capital Wealth Advisors first reported a position in PNC in Q1 2024 and held it in 2 quarters. The position peaked at $2.26K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 12 PNC Financial Services shares in Q4 2024, an estimated $2.22K.
  • Pacific Capital Wealth Advisors first reported a position in PNC Financial Services in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's PNC Financial Services position peaked at $2.26K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.