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Schechter Investment Advisors’s PNC Financial Services PNC Stock Holding History

Schechter Investment 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
Q1 		$822K Sell
4,674
-224
-5% -$42.3K 0.07% 260
2024
Q4 		$945K Buy
4,898
+44
+0.9% +$8.65K 0.07% 249
2024
Q3 		$897K Sell
4,854
-245
-5% -$43K 0.07% 271
2024
Q2 		$793K Buy
5,099
+30
+0.6% +$4.65K 0.06% 286
2024
Q1 		$819K Sell
5,069
-292
-5% -$44K 0.06% 281
2023
Q4 		$830K Buy
5,361
+134
+3% +$17.3K 0.07% 261
2023
Q3 		$642K Buy
5,227
+476
+10% +$59.9K 0.06% 296
2023
Q2 		$598K Sell
4,751
-407
-8% -$49.7K 0.05% 348
2023
Q1 		$656K Sell
5,158
-724
-12% -$109K 0.06% 351
2022
Q4 		$929K Sell
5,882
-323
-5% -$50.8K 0.08% 315
2022
Q3 		$928K Buy
6,205
+415
+7% +$67.2K 0.09% 303
2022
Q2 		$913K Sell
5,790
-732
-11% -$123K 0.09% 316
2022
Q1 		$1.2M Sell
6,522
-662
-9% -$134K 0.11% 246
2021
Q4 		$1.44M Buy
+7,184
New +$1.46M 0.13% 199

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's PNC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its PNC Financial Services (PNC) stake by 4.6% in Q1 2025, selling an estimated $42.3K and leaving 4,674 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #260.

Schechter Investment Advisors first reported a position in PNC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2021. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Schechter Investment Advisors held 4,674 shares of PNC Financial Services worth $822K as of Q1 2025.
  • Schechter Investment Advisors sold 224 PNC Financial Services shares in Q1 2025, an estimated $42.3K.
  • PNC Financial Services made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #260 holding.
  • Schechter Investment Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's PNC Financial Services position peaked at $1.44M in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.