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Root Financial Partners’s PNC Financial Services PNC Stock Holding History

Root Financial Partners’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,113
Closed -$371K – 265
2025
Q1 		$371K Buy
2,113
+320
+18% +$56.2K 0.04% 136
2024
Q4 		$346K Buy
+1,793
New +$346K 0.04% 141