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Regal Investment Advisors’s PNC Financial Services PNC Stock Holding History

Regal Investment Advisors’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
2020
Q1 		– Sell
-1,300
Closed -$208K – 233
2019
Q4 		$208K Sell
1,300
-700
-35% -$105K 0.04% 315
2019
Q3 		$280K Buy
+2,000
New +$271K 0.05% 255

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's PNC Position: Q3 2024 in Review

Regal Investment Advisors sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 1,396 shares — an estimated $217K sold.

Regal Investment Advisors first reported a position in PNC in Q2 2013 and held it in 42 quarters. The position peaked at $1.82M in Q4 2021. 1,570 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • Regal Investment Advisors reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,396 PNC Financial Services shares in Q3 2024, an estimated $217K.
  • Regal Investment Advisors first reported a position in PNC Financial Services in Q2 2013 and held it in 42 quarters.
  • Regal Investment Advisors's PNC Financial Services position peaked at $1.82M in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.