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Stone Summit Wealth’s PNC Financial Services PNC Stock Holding History

Stone Summit Wealth’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
2022
Q2 		– Sell
-1,323
Closed -$240K – 134
2022
Q1 		$240K Buy
+1,323
New +$267K 0.13% 121

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone Summit Wealth's PNC Position: Q2 2022 in Review

Stone Summit Wealth sold out of PNC Financial Services (PNC) in Q2 2022, closing a stake of 1,323 shares — an estimated $240K sold.

Stone Summit Wealth first reported a position in PNC in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 1,418 funds tracked by Wall St. Rank hold PNC as of Q2 2022.

  • Stone Summit Wealth reported no remaining PNC Financial Services position as of Q2 2022 after selling out during the quarter.
  • Stone Summit Wealth sold 1,323 PNC Financial Services shares in Q2 2022, an estimated $240K.
  • Stone Summit Wealth first reported a position in PNC Financial Services in Q1 2022 and held it in 1 quarter.
  • Stone Summit Wealth's PNC Financial Services position peaked at $240K in Q1 2022.
  • 1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2022.

Based on Stone Summit Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.