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Summit Global Investments’s PNC Financial Services PNC Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-1,074
Closed -$200K – 533
2025
Q2 		$200K Sell
1,074
-3,000
-74% -$508K 0.01% 452
2025
Q1 		$716K Buy
4,074
+760
+23% +$143K 0.05% 231
2024
Q4 		$639K Buy
+3,314
New +$651K 0.04% 307
2024
Q1 		– Sell
-3,153
Closed -$488K – 579
2023
Q4 		$488K Sell
3,153
-411
-12% -$53.2K 0.03% 339
2023
Q3 		$438K Buy
3,564
+1,681
+89% +$212K 0.03% 357
2023
Q2 		$237K Sell
1,883
-451
-19% -$55.1K 0.02% 475
2023
Q1 		$297K Buy
2,334
+482
+26% +$72.7K 0.02% 426
2022
Q4 		$293K Sell
1,852
-4
-0.2% -$630 0.02% 396
2022
Q3 		$277K Buy
1,856
+261
+16% +$42.3K 0.03% 408
2022
Q2 		$252K Sell
1,595
-16
-1% -$2.68K 0.02% 422
2022
Q1 		$297K Buy
+1,611
New +$326K 0.02% 413
2021
Q3 		– Sell
-27,407
Closed -$5.23M – 539
2021
Q2 		$5.23M Sell
27,407
-18,543
-40% -$3.48M 0.31% 66
2021
Q1 		$8.06M Buy
+45,950
New +$7.58M 0.52% 46

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Global Investments's PNC Position: Q3 2025 in Review

Summit Global Investments sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 1,074 shares — an estimated $200K sold.

Summit Global Investments first reported a position in PNC in Q1 2021 and held it in 13 quarters. The position peaked at $8.06M in Q1 2021. 1,797 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • Summit Global Investments reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 1,074 PNC Financial Services shares in Q3 2025, an estimated $200K.
  • Summit Global Investments first reported a position in PNC Financial Services in Q1 2021 and held it in 13 quarters.
  • Summit Global Investments's PNC Financial Services position peaked at $8.06M in Q1 2021.
  • 1,797 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.