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Steward Partners Investment Solutions’s PNC Financial Services PNC Stock Holding History

Steward Partners Investment 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
2024
Q1 		$718K Buy
4,444
+5
+0.1% +$754 0.12% 120
2023
Q4 		$687K Buy
+4,439
New +$575K 0.29% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Solutions's PNC Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its PNC Financial Services (PNC) stake by 0.11% in Q1 2024, buying an estimated $754 and bringing the position to 4,444 shares worth $718K. The position accounts for 0.12% of the portfolio, ranked #120.

Steward Partners Investment Solutions first reported a position in PNC in Q4 2023 and has held it in 2 quarters since. 1,523 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

  • Steward Partners Investment Solutions held 4,444 shares of PNC Financial Services worth $718K as of Q1 2024.
  • Steward Partners Investment Solutions bought 5 PNC Financial Services shares in Q1 2024, an estimated $754.
  • PNC Financial Services made up 0.12% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #120 holding.
  • Steward Partners Investment Solutions first reported a position in PNC Financial Services in Q4 2023 and has held it in 2 quarters since.
  • 1,523 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.