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

SVA 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
2020
Q4 		$3.52M Buy
23,634
+670
+3% +$85.6K 0.31% 64
2020
Q3 		$2.52M Buy
22,964
+273
+1% +$29.4K 0.25% 78
2020
Q2 		$2.39M Sell
22,691
-611
-3% -$64.4K 0.25% 77
2020
Q1 		$2.23M Buy
23,302
+767
+3% +$103K 0.26% 70
2019
Q4 		$3.6M Buy
22,535
+883
+4% +$133K 0.33% 66
2019
Q3 		$3.04M Sell
21,652
-679
-3% -$92.1K 0.3% 69
2019
Q2 		$3.07M Sell
22,331
-307
-1% -$40.6K 0.3% 71
2019
Q1 		$2.78M Buy
22,638
+2,553
+13% +$316K 0.27% 82
2018
Q4 		$2.35M Sell
20,085
-205
-1% -$26.2K 0.26% 84
2018
Q3 		$2.76M Buy
20,290
+1,781
+10% +$253K 0.28% 74
2018
Q2 		$2.5M Sell
18,509
-653
-3% -$95.3K 0.27% 79
2018
Q1 		$2.58M Buy
19,162
+160
+0.8% +$24.8K 0.32% 78
2017
Q4 		$2.74M Sell
19,002
-160
-0.8% -$22.1K 0.32% 80
2017
Q3 		$2.58M Sell
19,162
-493
-3% -$63.3K 0.32% 78
2017
Q2 		$2.45M Buy
19,655
+165
+0.8% +$19.9K 0.32% 80
2017
Q1 		$2.34M Sell
19,490
-271
-1% -$33.2K 0.32% 80
2016
Q4 		$2.31M Sell
19,761
-771
-4% -$80.2K 0.34% 80
2016
Q3 		$1.85M Buy
20,532
+554
+3% +$47.6K 0.29% 85
2016
Q2 		$1.63M Buy
19,978
+615
+3% +$52.9K 0.26% 90
2016
Q1 		$1.64M Buy
19,363
+877
+5% +$74.7K 0.27% 87
2015
Q4 		$1.76M Buy
18,486
+1,322
+8% +$123K 0.3% 86
2015
Q3 		$1.53M Buy
17,164
+1,741
+11% +$164K 0.29% 90
2015
Q2 		$1.48M Buy
15,423
+2,066
+15% +$195K 0.27% 97
2015
Q1 		$1.25M Buy
13,357
+2,082
+18% +$188K 0.23% 104
2014
Q4 		$1.03M Buy
11,275
+2,191
+24% +$190K 0.37% 68
2014
Q3 		$777K Sell
9,084
-195
-2% -$16.6K 0.33% 73
2014
Q2 		$826K Buy
9,279
+832
+10% +$71.1K 0.35% 67
2014
Q1 		$735K Buy
8,447
+838
+11% +$68.4K 0.35% 67
2013
Q4 		$590K Buy
+7,609
New +$571K 0.35% 71

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVA Wealth Management's PNC Position: Q4 2020 in Review

SVA Wealth Management increased its PNC Financial Services (PNC) stake by 2.9% in Q4 2020, buying an estimated $85.6K and bringing the position to 23,634 shares worth $3.52M. The position accounts for 0.31% of the portfolio, ranked #64.

SVA Wealth Management first reported a position in PNC in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.6M in Q4 2019. 1,297 funds tracked by Wall St. Rank hold PNC as of Q4 2020.

  • SVA Wealth Management held 23,634 shares of PNC Financial Services worth $3.52M as of Q4 2020.
  • SVA Wealth Management bought 670 PNC Financial Services shares in Q4 2020, an estimated $85.6K.
  • PNC Financial Services made up 0.31% of SVA Wealth Management's portfolio in Q4 2020, its #64 holding.
  • SVA Wealth Management first reported a position in PNC Financial Services in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's PNC Financial Services position peaked at $3.6M in Q4 2019.
  • 1,297 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.