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

StrategIQ 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
Q4 		$299K Sell
1,932
-33
-2% -$4.27K 0.03% 258
2023
Q3 		$241K Buy
1,965
+43
+2% +$5.41K 0.03% 274
2023
Q2 		$242K Buy
1,922
+175
+10% +$21.4K 0.03% 278
2023
Q1 		$222K Buy
+1,747
New +$263K 0.03% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

StrategIQ Financial Group's PNC Position: Q4 2023 in Review

StrategIQ Financial Group reduced its PNC Financial Services (PNC) stake by 1.7% in Q4 2023, selling an estimated $4.27K and leaving 1,932 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #258.

StrategIQ Financial Group first reported a position in PNC in Q1 2023 and has held it in 4 quarters since. 1,501 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • StrategIQ Financial Group held 1,932 shares of PNC Financial Services worth $299K as of Q4 2023.
  • StrategIQ Financial Group sold 33 PNC Financial Services shares in Q4 2023, an estimated $4.27K.
  • PNC Financial Services made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #258 holding.
  • StrategIQ Financial Group first reported a position in PNC Financial Services in Q1 2023 and has held it in 4 quarters since.
  • 1,501 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.