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Ruedi Wealth Management’s PNC Financial Services PNC Stock Holding History

Ruedi Wealth 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
2025
Q2 		– Sell
-233
Closed -$41K – 256
2025
Q1 		$41K Hold
233
– – 0.01% 95
2024
Q4 		$44.9K Hold
233
– – 0.01% 89
2024
Q3 		$43.1K Hold
233
– – 0.01% 92
2024
Q2 		$36.2K Hold
233
– – 0.01% 99
2024
Q1 		$37.7K Hold
233
– – 0.02% 98
2023
Q4 		$36.1K Hold
233
– – 0.02% 90
2023
Q3 		$28.6K Hold
233
– – 0.02% 97
2023
Q2 		$29.4K Hold
233
– – 0.02% 99
2023
Q1 		$29.6K Hold
233
– – 0.02% 107
2022
Q4 		$36.8K Buy
+233
New +$36.7K 0.03% 87

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ruedi Wealth Management's PNC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of PNC Financial Services (PNC) in Q2 2025, closing a stake of 233 shares — an estimated $41K sold.

Ruedi Wealth Management first reported a position in PNC in Q4 2022 and held it in 10 quarters. The position peaked at $44.9K in Q4 2024. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Ruedi Wealth Management reported no remaining PNC Financial Services position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 233 PNC Financial Services shares in Q2 2025, an estimated $41K.
  • Ruedi Wealth Management first reported a position in PNC Financial Services in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's PNC Financial Services position peaked at $44.9K in Q4 2024.
  • 1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.