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Shepherd Kaplan Krochuk’s PNC Financial Services PNC Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-2,825
Closed -$568K – 66
2025
Q3 		$568K Sell
2,825
-322
-10% -$63.7K 0.47% 44
2025
Q2 		$587K Buy
3,147
+283
+10% +$47.9K 0.51% 44
2025
Q1 		$503K Buy
+2,864
New +$541K 0.43% 50

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Shepherd Kaplan Krochuk's PNC Position: Q4 2025 in Review

Shepherd Kaplan Krochuk sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 2,825 shares — an estimated $568K sold.

Shepherd Kaplan Krochuk first reported a position in PNC in Q1 2025 and held it in 3 quarters. The position peaked at $587K in Q2 2025. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

  • Shepherd Kaplan Krochuk reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,825 PNC Financial Services shares in Q4 2025, an estimated $568K.
  • Shepherd Kaplan Krochuk first reported a position in PNC Financial Services in Q1 2025 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's PNC Financial Services position peaked at $587K in Q2 2025.
  • 1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2025, filed 13 Feb 2026.