PNC Financial Services Group
HGBL icon

PNC Financial Services Group’s Heritage Global HGBL Stock Holding History

PNC Financial Services Group’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80
Closed -$148 – 4949
2024
Q4 		$148 Hold
80
– – ﹤0.01% 4681
2024
Q3 		$136 Hold
80
– – ﹤0.01% 4704
2024
Q2 		$197 Hold
80
– – ﹤0.01% 4669
2024
Q1 		$211 Hold
80
– – ﹤0.01% 4601
2023
Q4 		$222 Hold
80
– – ﹤0.01% 4481
2023
Q3 		$250 Hold
80
– – ﹤0.01% 4521
2023
Q2 		$290 Buy
+80
New +$264 ﹤0.01% 4640

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

PNC Financial Services Group's HGBL Position: Q1 2025 in Review

PNC Financial Services Group sold out of Heritage Global (HGBL) in Q1 2025, closing a stake of 80 shares — an estimated $148 sold.

PNC Financial Services Group first reported a position in HGBL in Q2 2023 and held it in 7 quarters. The position peaked at $290 in Q2 2023. 42 funds tracked by Wall St. Rank hold HGBL as of Q1 2025.

  • PNC Financial Services Group reported no remaining Heritage Global position as of Q1 2025 after selling out during the quarter.
  • PNC Financial Services Group sold 80 Heritage Global shares in Q1 2025, an estimated $148.
  • PNC Financial Services Group first reported a position in Heritage Global in Q2 2023 and held it in 7 quarters.
  • PNC Financial Services Group's Heritage Global position peaked at $290 in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Heritage Global as of Q1 2025.

Based on PNC Financial Services Group's 13F filing for Q1 2025, filed 9 May 2025.