SGC
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Slocum, Gordon & Co’s PNC Financial Services PNC Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-696
Closed -$130K – 113
2025
Q2 		$130K Hold
696
– – 0.1% 67
2025
Q1 		$122K Hold
696
– – 0.09% 65
2024
Q4 		$134K Hold
696
– – 0.11% 63
2024
Q3 		$129K Hold
696
– – 0.05% 68
2024
Q2 		$108K Hold
696
– – 0.08% 66
2024
Q1 		$112K Hold
696
– – 0.08% 64
2023
Q4 		$108K Hold
696
– – 0.09% 62
2023
Q3 		$85.4K Hold
696
– – 0.07% 71
2023
Q2 		$87.7K Buy
696
+96
+16% +$11.7K 0.06% 68
2023
Q1 		$76.3K Hold
600
– – 0.06% 71
2022
Q4 		$94.8K Buy
+600
New +$94.4K 0.06% 63

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Franklin Resources
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Viking Global Investors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return