Sugarloaf Wealth Management’s PNC Financial Services PNC Stock Holding History

Sugarloaf Wealth Management’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	$33.6K	Hold	174	–	–	0.01%	343
2024 Q3	$32.2K	Hold	174	–	–	0.01%	354
2024 Q2	$27.1K	Hold	174	–	–	0.01%	357
2024 Q1	$28.1K	Hold	174	–	–	0.01%	364
2023 Q4	$26.9K	Hold	174	–	–	0.01%	354
2023 Q3	$21.4K	Hold	174	–	–	0.01%	376
2023 Q2	$21.9K	Sell	174 -30	-15%	-$3.67K	0.01%	378
2023 Q1	$25.9K	Sell	204 -12	-6%	-$1.81K	0.01%	364
2022 Q4	$34.1K	Buy	216 +12	+6%	+$1.89K	0.01%	333
2022 Q3	$31K	Hold	204	–	–	0.01%	360
2022 Q2	$32K	Buy	204 +30	+17%	+$5.03K	0.01%	353
2022 Q1	$32K	Hold	174	–	–	0.01%	343
2021 Q4	$35K	Hold	174	–	–	0.01%	345
2021 Q3	$34K	Hold	174	–	–	0.01%	335
2021 Q2	$33K	Hold	174	–	–	0.01%	333
2021 Q1	$31	Hold	174	–	–	0.01%	343
2020 Q4	$26K	Buy	+174	New	+$22.2K	0.01%	342
2020 Q2	–	Sell	-299	Closed	-$29K	–	719
2020 Q1	$29K	Hold	299	–	–	0.01%	283
2019 Q4	$48K	Buy	+299	New	+$44.9K	0.02%	254

Other funds holding PNC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's PNC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its PNC Financial Services (PNC) position steady in Q4 2024 at 174 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #343.

Sugarloaf Wealth Management first reported a position in PNC in Q4 2019 and has held it in 19 quarters since. The position peaked at $48K in Q4 2019. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

Sugarloaf Wealth Management held 174 shares of PNC Financial Services worth $33.6K as of Q4 2024.
Sugarloaf Wealth Management left its PNC Financial Services share count unchanged in Q4 2024.
PNC Financial Services made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #343 holding.
Sugarloaf Wealth Management first reported a position in PNC Financial Services in Q4 2019 and has held it in 19 quarters since.
Sugarloaf Wealth Management's PNC Financial Services position peaked at $48K in Q4 2019.
1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.