PFGIA
PNC icon

Patriot Financial Group Insurance Agency’s PNC Financial Services PNC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-3,504
Closed -$653K – 564
2025
Q2 		$653K Sell
3,504
-20
-0.6% -$3.38K 0.08% 269
2025
Q1 		$619K Buy
3,524
+38
+1% +$7.17K 0.08% 258
2024
Q4 		$672K Sell
3,486
-113
-3% -$22.2K 0.09% 236
2024
Q3 		$665K Buy
3,599
+105
+3% +$18.4K 0.09% 244
2024
Q2 		$543K Buy
3,494
+91
+3% +$14.1K 0.08% 263
2024
Q1 		$550K Sell
3,403
-27
-0.8% -$4.07K 0.09% 255
2023
Q4 		$531K Sell
3,430
-51
-1% -$6.6K 0.1% 238
2023
Q3 		$427K Buy
+3,481
New +$438K 0.09% 270
2022
Q3 		– Sell
-233
Closed -$37K – 1535
2022
Q2 		$37K Sell
233
-131
-36% -$22K 0.01% 828
2022
Q1 		$67K Sell
364
-20
-5% -$4.04K 0.01% 700
2021
Q4 		$77K Sell
384
-9
-2% -$1.83K 0.01% 731
2021
Q3 		$77K Buy
393
+74
+23% +$14K 0.01% 728
2021
Q2 		$61K Buy
319
+11
+4% +$2.06K 0.01% 778
2021
Q1 		$54K Buy
308
+27
+10% +$4.45K 0.01% 746
2020
Q4 		$42K Buy
281
+2
+0.7% +$255 0.01% 739
2020
Q3 		$31K Sell
279
-111
-28% -$11.9K 0.01% 665
2020
Q2 		$41K Buy
390
+165
+73% +$17.4K 0.02% 565
2020
Q1 		$22K Buy
225
+166
+281% +$22.3K 0.01% 640
2019
Q4 		$9K Buy
+59
New +$8.86K ﹤0.01% 867

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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PNC Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 3,504 shares — an estimated $653K sold.

Patriot Financial Group Insurance Agency first reported a position in PNC in Q4 2019 and held it in 19 quarters. The position peaked at $672K in Q4 2024. 1,793 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,504 PNC Financial Services shares in Q3 2025, an estimated $653K.
  • Patriot Financial Group Insurance Agency first reported a position in PNC Financial Services in Q4 2019 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's PNC Financial Services position peaked at $672K in Q4 2024.
  • 1,793 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.