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Strategic Family Wealth Counselors’s PNC Financial Services PNC Stock Holding History

Strategic Family Wealth Counselors’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
Q4 		– Sell
-6,444
Closed -$1.19M – 143
2024
Q3 		$1.19M Sell
6,444
-3,717
-37% -$652K 0.42% 49
2024
Q2 		$1.58M Buy
10,161
+2
+0% +$310 0.6% 42
2024
Q1 		$1.64M Buy
10,159
+1
+0% +$151 0.65% 40
2023
Q4 		$1.57M Buy
10,158
+2
+0% +$259 0.66% 38
2023
Q3 		$1.25M Buy
10,156
+4,064
+67% +$511K 0.6% 38
2023
Q2 		$767K Buy
6,092
+10
+0.2% +$1.22K 0.35% 45
2023
Q1 		$773K Sell
6,082
-3
-0% -$452 0.37% 45
2022
Q4 		$961K Sell
6,085
-1
-0% -$157 0.48% 43
2022
Q3 		$909K Sell
6,086
-2,242
-27% -$363K 0.45% 38
2022
Q2 		$1.31M Buy
8,328
+1
+0% +$168 0.63% 34
2022
Q1 		$1.54M Buy
8,327
+1
+0% +$202 0.62% 33
2021
Q4 		$1.67M Buy
8,326
+1
+0% +$204 0.54% 35
2021
Q3 		$1.63M Sell
8,325
-1,812
-18% -$342K 0.56% 31
2021
Q2 		$1.93M Buy
10,137
+1
+0% +$188 0.63% 29
2021
Q1 		$1.78M Buy
10,136
+1
+0% +$165 0.67% 29
2020
Q4 		$1.51M Buy
10,135
+2
+0% +$255 0.78% 29
2020
Q3 		$1.11M Sell
10,133
-132
-1% -$14.2K 0.63% 30
2020
Q2 		$1.08M Buy
+10,265
New +$1.08M 0.68% 30

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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Strategic Family Wealth Counselors's PNC Position: Q4 2024 in Review

Strategic Family Wealth Counselors sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 6,444 shares — an estimated $1.19M sold.

Strategic Family Wealth Counselors first reported a position in PNC in Q2 2020 and held it in 18 quarters. The position peaked at $1.93M in Q2 2021. 1,732 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Strategic Family Wealth Counselors reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,444 PNC Financial Services shares in Q4 2024, an estimated $1.19M.
  • Strategic Family Wealth Counselors first reported a position in PNC Financial Services in Q2 2020 and held it in 18 quarters.
  • Strategic Family Wealth Counselors's PNC Financial Services position peaked at $1.93M in Q2 2021.
  • 1,732 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2024, filed 7 Feb 2025.