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Simplicity Solutions’s PNC Financial Services PNC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.04M Buy
13,142
+286
+2% +$37K 0.06% 295
2023
Q3 		$1.58M Sell
12,856
-572
-4% -$72K 0.05% 328
2023
Q2 		$1.69M Sell
13,428
-1,504
-10% -$184K 0.05% 355
2023
Q1 		$1.9M Buy
14,932
+7,349
+97% +$1.11M 0.05% 325
2022
Q4 		$1.2M Sell
7,583
-964
-11% -$152K 0.16% 152
2022
Q3 		$1.28M Buy
8,547
+2,069
+32% +$335K 0.19% 130
2022
Q2 		$1.02M Buy
6,478
+689
+12% +$115K 0.13% 181
2022
Q1 		$1.07M Sell
5,789
-2,441
-30% -$493K 0.13% 170
2021
Q4 		$1.65M Buy
8,230
+3,254
+65% +$662K 0.18% 146
2021
Q3 		$974K Buy
4,976
+397
+9% +$75K 0.15% 149
2021
Q2 		$874K Buy
4,579
+835
+22% +$157K 0.17% 130
2021
Q1 		$657K Sell
3,744
-1,781
-32% -$294K 0.14% 160
2020
Q4 		$823K Sell
5,525
-2,715
-33% -$347K 0.01% 592
2020
Q3 		$906K Sell
8,240
-2,410
-23% -$259K 0.02% 501
2020
Q2 		$1.12M Buy
10,650
+5,712
+116% +$602K 0.02% 441
2020
Q1 		$473K Sell
4,938
-1,519
-24% -$204K 0.01% 501
2019
Q4 		$1.03M Buy
6,457
+2,443
+61% +$367K 0.03% 381
2019
Q3 		$562K Buy
4,014
+536
+15% +$72.7K 0.02% 395
2019
Q2 		$478K Sell
3,478
-851
-20% -$112K 0.02% 356
2019
Q1 		$531K Sell
4,329
-798
-16% -$98.8K 0.03% 385
2018
Q4 		$599K Buy
5,127
+3,656
+249% +$467K 0.08% 276
2018
Q3 		$200K Buy
+1,471
New +$209K 0.01% 535

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's PNC Position: Q4 2023 in Review

Simplicity Solutions increased its PNC Financial Services (PNC) stake by 2.2% in Q4 2023, buying an estimated $37K and bringing the position to 13,142 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #295.

Simplicity Solutions first reported a position in PNC in Q3 2018 and has held it in 22 quarters since. 1,497 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • Simplicity Solutions held 13,142 shares of PNC Financial Services worth $2.04M as of Q4 2023.
  • Simplicity Solutions bought 286 PNC Financial Services shares in Q4 2023, an estimated $37K.
  • PNC Financial Services made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #295 holding.
  • Simplicity Solutions first reported a position in PNC Financial Services in Q3 2018 and has held it in 22 quarters since.
  • 1,497 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.