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Resurgent Financial Advisors’s PNC Financial Services PNC Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-427
Closed -$66.1K – 404
2023
Q4 		$66.1K Hold
427
– – 0.04% 291
2023
Q3 		$52.4K Buy
427
+43
+11% +$5.41K 0.04% 318
2023
Q2 		$48.4K Sell
384
-97
-20% -$11.9K 0.03% 337
2023
Q1 		$61.1K Sell
481
-3,643
-88% -$549K 0.04% 301
2022
Q4 		$651K Buy
4,124
+1,209
+41% +$190K 0.34% 68
2022
Q3 		$436K Buy
+2,915
New +$472K 0.29% 97

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Resurgent Financial Advisors's PNC Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 427 shares — an estimated $66.1K sold.

Resurgent Financial Advisors first reported a position in PNC in Q3 2022 and held it in 6 quarters. The position peaked at $651K in Q4 2022. 1,524 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 427 PNC Financial Services shares in Q1 2024, an estimated $66.1K.
  • Resurgent Financial Advisors first reported a position in PNC Financial Services in Q3 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's PNC Financial Services position peaked at $651K in Q4 2022.
  • 1,524 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.