Strategic Wealth Management Group’s PNC Financial Services PNC Stock Holding History

Strategic Wealth Management 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
2021 Q2	$364K	Hold	1,906	–	–	0.13%	85
2021 Q1	$334K	Buy	1,906 +1	+0.1%	+$165	0.13%	96
2020 Q4	$284K	Sell	1,905 -308	-14%	-$39.3K	0.12%	95
2020 Q3	$243K	Buy	2,213 +309	+16%	+$33.2K	0.12%	98
2020 Q2	$200K	Buy	+1,904	New	+$201K	0.12%	95
2020 Q1	–	Sell	-2,076	Closed	-$331K	–	101
2019 Q4	$331K	Buy	2,076 +78	+4%	+$11.7K	0.21%	62
2019 Q3	$280K	Hold	1,998	–	–	0.2%	64
2019 Q2	$274K	Sell	1,998 -188	-9%	-$24.9K	0.21%	63
2019 Q1	$268K	Sell	2,186 -1,515	-41%	-$188K	0.22%	63
2018 Q4	$433K	Buy	+3,701	New	+$472K	0.42%	40

Other funds holding PNC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Management Group's PNC Position: Q2 2021 in Review

Strategic Wealth Management Group held its PNC Financial Services (PNC) position steady in Q2 2021 at 1,906 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #85.

Strategic Wealth Management Group first reported a position in PNC in Q4 2018 and has held it in 10 quarters since. The position peaked at $433K in Q4 2018. 1,390 funds tracked by Wall St. Rank hold PNC as of Q2 2021.

Strategic Wealth Management Group held 1,906 shares of PNC Financial Services worth $364K as of Q2 2021.
Strategic Wealth Management Group left its PNC Financial Services share count unchanged in Q2 2021.
PNC Financial Services made up 0.13% of Strategic Wealth Management Group's portfolio in Q2 2021, its #85 holding.
Strategic Wealth Management Group first reported a position in PNC Financial Services in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Management Group's PNC Financial Services position peaked at $433K in Q4 2018.
1,390 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.