RIM
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Rockbridge Investment Management’s PNC Financial Services PNC Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-63
Closed -$9.76K – 496
2023
Q4 		$9.76K Buy
+63
New +$8.16K ﹤0.01% 405
2022
Q3 		– Sell
-79
Closed -$12.5K – 469
2022
Q2 		$12.5K Sell
79
-210
-73% -$35.2K ﹤0.01% 350
2022
Q1 		$52.4K Hold
289
– – 0.01% 287
2021
Q4 		$58K Hold
289
– – 0.01% 325
2021
Q3 		$57K Sell
289
-19
-6% -$3.59K 0.01% 299
2021
Q2 		$59K Hold
308
– – 0.01% 289
2021
Q1 		$54K Sell
308
-82
-21% -$13.5K 0.01% 280
2020
Q4 		$58K Hold
390
– – 0.01% 267
2020
Q3 		$43K Sell
390
-76
-16% -$8.17K 0.01% 287
2020
Q2 		$49K Buy
+466
New +$49.1K 0.01% 234

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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