Rise Advisors’s PNC Financial Services PNC Stock Holding History

Rise 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
2025 Q4	–	Sell	-601	Closed	-$121K	–	1085
2025 Q3	$121K	Buy	601 +95	+19%	+$18.8K	0.04%	144
2025 Q2	$94.3K	Sell	506 -56	-10%	-$9.48K	0.04%	157
2025 Q1	$98.8K	Sell	562 -13	-2%	-$2.45K	0.04%	144
2024 Q4	$111K	Buy	575 +5	+0.9%	+$983	0.05%	134
2024 Q3	$105K	Sell	570 -706	-55%	-$124K	0.05%	144
2024 Q2	$198K	Buy	1,276 +13	+1%	+$2.02K	0.11%	94
2024 Q1	$204K	Buy	1,263 +238	+23%	+$35.9K	0.11%	90
2023 Q4	$159K	Buy	1,025 +357	+53%	+$46.2K	0.11%	78
2023 Q3	$82K	Buy	668 +8	+1%	+$1.01K	0.07%	101
2023 Q2	$83.1K	Buy	660 +8	+1%	+$978	0.06%	115
2023 Q1	$82.8K	Buy	652 +6	+0.9%	+$905	0.06%	117
2022 Q4	$102K	Buy	646 +6	+0.9%	+$944	0.08%	101
2022 Q3	$96K	Buy	640 +6	+0.9%	+$972	0.08%	96
2022 Q2	$100K	Buy	634 +6	+1%	+$1.01K	0.1%	93
2022 Q1	$116K	Buy	628 +3	+0.5%	+$606	0.1%	88
2021 Q4	$125K	Buy	+625	New	+$127K	0.12%	86

Other funds holding PNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rise Advisors's PNC Position: Q4 2025 in Review

Rise Advisors sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 601 shares — an estimated $121K sold.

Rise Advisors first reported a position in PNC in Q4 2021 and held it in 16 quarters. The position peaked at $204K in Q1 2024. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Rise Advisors reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 601 PNC Financial Services shares in Q4 2025, an estimated $121K.
Rise Advisors first reported a position in PNC Financial Services in Q4 2021 and held it in 16 quarters.
Rise Advisors's PNC Financial Services position peaked at $204K in Q1 2024.
1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.