SFP
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Sterling Financial Planning’s PNC Financial Services PNC Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-960
Closed -$188K – 308
2021
Q3 		$188K Sell
960
-37
-4% -$6.99K 0.12% 89
2021
Q2 		$190K Hold
997
– – 0.12% 88
2021
Q1 		$175K Sell
997
-28
-3% -$4.62K 0.12% 84
2020
Q4 		$153K Buy
+1,025
New +$131K 0.12% 87

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sterling Financial Planning's PNC Position: Q4 2021 in Review

Sterling Financial Planning sold out of PNC Financial Services (PNC) in Q4 2021, closing a stake of 960 shares — an estimated $188K sold.

Sterling Financial Planning first reported a position in PNC in Q4 2020 and held it in 4 quarters. The position peaked at $190K in Q2 2021. 1,506 funds tracked by Wall St. Rank hold PNC as of Q4 2021.

  • Sterling Financial Planning reported no remaining PNC Financial Services position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 960 PNC Financial Services shares in Q4 2021, an estimated $188K.
  • Sterling Financial Planning first reported a position in PNC Financial Services in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's PNC Financial Services position peaked at $190K in Q2 2021.
  • 1,506 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.