Simon Quick Advisors’s PNC Financial Services PNC Stock Holding History

Simon Quick 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 Q2	–	Sell	-1,843	Closed	-$324K	–	578
2025 Q1	$324K	Buy	1,843 +422	+30%	+$79.7K	0.02%	422
2024 Q4	$274K	Buy	1,421 +134	+10%	+$26.3K	0.02%	369
2024 Q3	$238K	Buy	+1,287	New	+$226K	0.02%	370
2020 Q1	–	Sell	-1,049	Closed	-$167K	–	652
2019 Q4	$167K	Buy	1,049 +186	+22%	+$27.9K	0.06%	104
2019 Q3	$121K	Sell	863 -61	-7%	-$8.27K	0.05%	103
2019 Q2	$127K	Buy	924 +74	+9%	+$9.78K	0.06%	80
2019 Q1	$104K	Buy	+850	New	+$105K	0.04%	114
2018 Q4	–	Sell	-33	Closed	-$4K	–	361
2018 Q3	$4K	Hold	33	–	–	﹤0.01%	271
2018 Q2	$4K	Hold	33	–	–	﹤0.01%	301
2018 Q1	$5K	Hold	33	–	–	﹤0.01%	262
2017 Q4	$5K	Buy	+33	New	+$4.56K	﹤0.01%	368

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Simon Quick Advisors's PNC Position: Q2 2025 in Review

Simon Quick Advisors sold out of PNC Financial Services (PNC) in Q2 2025, closing a stake of 1,843 shares — an estimated $324K sold.

Simon Quick Advisors first reported a position in PNC in Q4 2017 and held it in 11 quarters. The position peaked at $324K in Q1 2025. 1,759 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

Simon Quick Advisors reported no remaining PNC Financial Services position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 1,843 PNC Financial Services shares in Q2 2025, an estimated $324K.
Simon Quick Advisors first reported a position in PNC Financial Services in Q4 2017 and held it in 11 quarters.
Simon Quick Advisors's PNC Financial Services position peaked at $324K in Q1 2025.
1,759 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.