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Sheaff Brock Investment Advisors’s PNC Financial Services PNC Stock Holding History

Sheaff Brock 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 		– Hold
0
– – – 454

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 $315B AUM 27.84% 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

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. 1,743 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.
  • 1,743 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.