PNC Financial Services Group
SMAR

PNC Financial Services Group’s Smartsheet Inc. SMAR Stock Holding History

PNC Financial Services Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,918
Closed -$163K – 5047
2024
Q4 		$163K Sell
2,918
-10,387
-78% -$581K ﹤0.01% 2356
2024
Q3 		$737K Sell
13,305
-9,225
-41% -$447K ﹤0.01% 1304
2024
Q2 		$993K Buy
22,530
+11,145
+98% +$444K ﹤0.01% 1139
2024
Q1 		$438K Sell
11,385
-2,629
-19% -$115K ﹤0.01% 1616
2023
Q4 		$670K Buy
14,014
+402
+3% +$17.1K ﹤0.01% 1343
2023
Q3 		$551K Sell
13,612
-2,164
-14% -$88.8K ﹤0.01% 1413
2023
Q2 		$604K Buy
15,776
+694
+5% +$30K ﹤0.01% 1433
2023
Q1 		$721K Sell
15,082
-226
-1% -$9.83K ﹤0.01% 1309
2022
Q4 		$603K Buy
15,308
+4,363
+40% +$149K ﹤0.01% 1411
2022
Q3 		$376K Buy
10,945
+331
+3% +$11.2K ﹤0.01% 1688
2022
Q2 		$333K Sell
10,614
-69
-0.6% -$2.86K ﹤0.01% 1801
2022
Q1 		$585K Buy
10,683
+803
+8% +$45.9K ﹤0.01% 1553
2021
Q4 		$765K Buy
9,880
+1,966
+25% +$137K ﹤0.01% 1437
2021
Q3 		$544K Buy
7,914
+1,745
+28% +$128K ﹤0.01% 1555
2021
Q2 		$446K Buy
6,169
+4,112
+200% +$257K ﹤0.01% 1680
2021
Q1 		$130K Buy
2,057
+109
+6% +$7.63K ﹤0.01% 2427
2020
Q4 		$135K Buy
1,948
+1,527
+363% +$89.5K ﹤0.01% 2309
2020
Q3 		$20K Buy
421
+58
+16% +$2.8K ﹤0.01% 3243
2020
Q2 		$18K Buy
363
+140
+63% +$7.13K ﹤0.01% 3269
2020
Q1 		$9K Buy
223
+61
+38% +$2.77K ﹤0.01% 3456
2019
Q4 		$7K Sell
162
-5,521
-97% -$228K ﹤0.01% 3604
2019
Q3 		$204K Buy
5,683
+2,546
+81% +$121K ﹤0.01% 2121
2019
Q2 		$151K Buy
3,137
+13
+0.4% +$552 ﹤0.01% 2327
2019
Q1 		$127K Sell
3,124
-3,044
-49% -$105K ﹤0.01% 2419
2018
Q4 		$153K Buy
+6,168
New +$153K ﹤0.01% 2215

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

PNC Financial Services Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,918 shares — an estimated $163K sold.

PNC Financial Services Group first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $993K in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • PNC Financial Services Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • PNC Financial Services Group sold 2,918 Smartsheet Inc. shares in Q1 2025, an estimated $163K.
  • PNC Financial Services Group first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • PNC Financial Services Group's Smartsheet Inc. position peaked at $993K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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