Prosperity Wealth Management’s PNC Financial Services PNC Stock Holding History

Prosperity Wealth Management’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 Q4	$1.01M	Buy	4,860 +20	+0.4%	+$3.86K	0.34%	59
2025 Q3	$973K	Buy	4,840 +1,120	+30%	+$222K	0.33%	66
2025 Q2	$693K	Buy	3,720 +16	+0.4%	+$2.71K	0.26%	90
2025 Q1	$651K	Buy	3,704 +14	+0.4%	+$2.64K	0.31%	72
2024 Q4	$712K	Buy	3,690 +14	+0.4%	+$2.75K	0.29%	63
2024 Q3	$679K	Buy	3,676 +16	+0.4%	+$2.81K	0.27%	62
2024 Q2	$569K	Buy	3,660 +1,670	+84%	+$259K	0.28%	75
2024 Q1	$322K	Buy	1,990 +149	+8%	+$22.5K	0.15%	108
2023 Q4	$285K	Sell	1,841 -111	-6%	-$14.4K	0.19%	89
2023 Q3	$240K	Buy	1,952 +19	+1%	+$2.39K	0.15%	109
2023 Q2	$244K	Buy	1,933 +120	+7%	+$14.7K	0.16%	106
2023 Q1	$230K	Buy	1,813 +14	+0.8%	+$2.11K	0.18%	98
2022 Q4	$284K	Buy	+1,799	New	+$283K	0.27%	80

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Prosperity Wealth Management's PNC Position: Q4 2025 in Review

Prosperity Wealth Management increased its PNC Financial Services (PNC) stake by 0.41% in Q4 2025, buying an estimated $3.86K and bringing the position to 4,860 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #59.

Prosperity Wealth Management first reported a position in PNC in Q4 2022 and has held it in 13 quarters since. 1,881 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Prosperity Wealth Management held 4,860 shares of PNC Financial Services worth $1.01M as of Q4 2025.
Prosperity Wealth Management bought 20 PNC Financial Services shares in Q4 2025, an estimated $3.86K.
PNC Financial Services made up 0.34% of Prosperity Wealth Management's portfolio in Q4 2025, its #59 holding.
Prosperity Wealth Management first reported a position in PNC Financial Services in Q4 2022 and has held it in 13 quarters since.
1,881 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.