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Steward Financial Group’s PNC Financial Services PNC Stock Holding History

Steward Financial Group’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
Q3 		$24K Buy
200
+81
+68% +$10.2K 0.01% 227
2023
Q2 		$14K Buy
+119
New +$14.5K ﹤0.01% 304
2022
Q3 		– Sell
-99
Closed -$15K – 993
2022
Q2 		$15K Buy
99
+8
+9% +$1.34K 0.01% 192
2022
Q1 		$16K Buy
+91
New +$18.4K 0.01% 177

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Steward Financial Group's PNC Position: Q3 2023 in Review

Steward Financial Group increased its PNC Financial Services (PNC) stake by 68% in Q3 2023, buying an estimated $10.2K and bringing the position to 200 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #227.

Steward Financial Group first reported a position in PNC in Q1 2022 and has held it in 4 quarters since. 1,379 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

  • Steward Financial Group held 200 shares of PNC Financial Services worth $24K as of Q3 2023.
  • Steward Financial Group bought 81 PNC Financial Services shares in Q3 2023, an estimated $10.2K.
  • PNC Financial Services made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #227 holding.
  • Steward Financial Group first reported a position in PNC Financial Services in Q1 2022 and has held it in 4 quarters since.
  • 1,379 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.