Polaris Wealth Advisory Group’s PNC Financial Services PNC Stock Holding History

Polaris Wealth Advisory 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
2022 Q2	–	Sell	-207,329	Closed	-$37.6M	–	169
2022 Q1	$37.6M	Buy	207,329 +95,129	+85%	+$19.2M	2.51%	13
2021 Q4	$22.5M	Buy	+112,200	New	+$22.8M	1.29%	34
2018 Q4	–	Sell	-135,055	Closed	-$18.4M	–	367
2018 Q3	$18.4M	Buy	+135,055	New	+$19.2M	1.27%	38
2018 Q2	–	Sell	-175	Closed	-$26K	–	379
2018 Q1	$26K	Buy	+175	New	+$27.2K	﹤0.01%	277
2014 Q3	–	Sell	-4,850	Closed	-$432K	–	76
2014 Q2	$432K	Buy	4,850 +290	+6%	+$24.8K	0.1%	62
2014 Q1	$397K	Buy	+4,560	New	+$372K	0.09%	63
2013 Q4	–	Sell	-19,388	Closed	-$1.4M	–	193
2013 Q3	$1.4M	Buy	19,388 +7,500	+63%	+$560K	0.44%	29
2013 Q2	$867K	Buy	+11,888	New	+$823K	0.35%	20

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polaris Wealth Advisory Group's PNC Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of PNC Financial Services (PNC) in Q2 2022, closing a stake of 207,329 shares — an estimated $37.6M sold.

Polaris Wealth Advisory Group first reported a position in PNC in Q2 2013 and held it in 8 quarters. The position peaked at $37.6M in Q1 2022. 1,419 funds tracked by Wall St. Rank hold PNC as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining PNC Financial Services position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 207,329 PNC Financial Services shares in Q2 2022, an estimated $37.6M.
Polaris Wealth Advisory Group first reported a position in PNC Financial Services in Q2 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's PNC Financial Services position peaked at $37.6M in Q1 2022.
1,419 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.