Sheaff Brock Investment Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $766K | Buy |
4,359
+200
| +5% | +$37.8K | 0.07% | 202 |
|
|
2024
Q4 | $802K | Sell |
4,159
-26
| -0.6% | -$5.11K | 0.07% | 191 |
|
|
2024
Q3 | $774K | Sell |
4,185
-100
| -2% | -$17.5K | 0.07% | 198 |
|
|
2024
Q2 | $666K | Sell |
4,285
-500
| -10% | -$77.5K | 0.06% | 211 |
|
|
2024
Q1 | $773K | Sell |
4,785
-150
| -3% | -$22.6K | 0.05% | 226 |
|
|
2023
Q4 | $764K | Sell |
4,935
-74
| -1% | -$9.58K | 0.06% | 212 |
|
|
2023
Q3 | $615K | Buy |
5,009
+100
| +2% | +$12.6K | 0.06% | 217 |
|
|
2023
Q2 | $618K | Hold |
4,909
| – | – | 0.05% | 229 |
|
|
2023
Q1 | $624K | Hold |
4,909
| – | – | 0.06% | 227 |
|
|
2022
Q4 | $775K | Hold |
4,909
| – | – | 0.08% | 194 |
|
|
2022
Q3 | $734K | Sell |
4,909
-50
| -1% | -$8.1K | 0.08% | 192 |
|
|
2022
Q2 | $782K | Hold |
4,959
| – | – | 0.07% | 187 |
|
|
2022
Q1 | $915K | Hold |
4,959
| – | – | 0.06% | 192 |
|
|
2021
Q4 | $995K | Buy |
4,959
+1,216
| +32% | +$247K | 0.07% | 184 |
|
|
2021
Q3 | $732K | Buy |
3,743
+84
| +2% | +$15.9K | 0.05% | 206 |
|
|
2021
Q2 | $698K | Hold |
3,659
| – | – | 0.05% | 212 |
|
|
2021
Q1 | $642K | Hold |
3,659
| – | – | 0.05% | 214 |
|
|
2020
Q4 | $545K | Hold |
3,659
| – | – | 0.05% | 222 |
|
|
2020
Q3 | $402K | Sell |
3,659
-75
| -2% | -$8.07K | 0.04% | 245 |
|
|
2020
Q2 | $393K | Hold |
3,734
| – | – | 0.04% | 249 |
|
|
2020
Q1 | $357K | Hold |
3,734
| – | – | 0.05% | 243 |
|
|
2019
Q4 | $596K | Sell |
3,734
-150
| -4% | -$22.5K | 0.06% | 222 |
|
|
2019
Q3 | $544K | Hold |
3,884
| – | – | 0.06% | 234 |
|
|
2019
Q2 | $533K | Hold |
3,884
| – | – | 0.06% | 232 |
|
|
2019
Q1 | $476K | Hold |
3,884
| – | – | 0.06% | 255 |
|
|
2018
Q4 | $454K | Hold |
3,884
| – | – | 0.07% | 239 |
|
|
2018
Q3 | $529K | Buy |
3,884
+127
| +3% | +$18.1K | 0.05% | 257 |
|
|
2018
Q2 | $508K | Hold |
3,757
| – | – | 0.05% | 255 |
|
|
2018
Q1 | $568K | Buy |
3,757
+75
| +2% | +$11.6K | 0.06% | 232 |
|
|
2017
Q4 | $531K | Sell |
3,682
-4,000
| -52% | -$553K | 0.07% | 245 |
|
|
2017
Q3 | $1.03M | Sell |
7,682
-108
| -1% | -$13.9K | 0.14% | 140 |
|
|
2017
Q2 | $973K | Buy |
7,790
+4,100
| +111% | +$495K | 0.13% | 157 |
|
|
2017
Q1 | $444K | Hold |
3,690
| – | – | 0.06% | 301 |
|
|
2016
Q4 | $432K | Sell |
3,690
-350
| -9% | -$36.4K | 0.05% | 307 |
|
|
2016
Q3 | $364K | Hold |
4,040
| – | – | 0.05% | 313 |
|
|
2016
Q2 | $329K | Hold |
4,040
| – | – | 0.04% | 349 |
|
|
2016
Q1 | $342K | Sell |
4,040
-100
| -2% | -$8.52K | 0.04% | 352 |
|
|
2015
Q4 | $395K | Buy |
+4,140
| New | +$384K | 0.04% | 354 |
|
Other funds holding PNC
Sheaff Brock Investment Advisors's PNC Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its PNC Financial Services (PNC) stake by 4.8% in Q1 2025, buying an estimated $37.8K and bringing the position to 4,359 shares worth $766K. The position accounts for 0.07% of the portfolio, ranked #202.
Sheaff Brock Investment Advisors first reported a position in PNC in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.03M in Q3 2017. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.
- Sheaff Brock Investment Advisors held 4,359 shares of PNC Financial Services worth $766K as of Q1 2025.
- Sheaff Brock Investment Advisors bought 200 PNC Financial Services shares in Q1 2025, an estimated $37.8K.
- PNC Financial Services made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #202 holding.
- Sheaff Brock Investment Advisors first reported a position in PNC Financial Services in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's PNC Financial Services position peaked at $1.03M in Q3 2017.
- 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.