SWS Partners’s PNC Financial Services PNC Stock Holding History

SWS Partners’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 Q3	–	Sell	-103	Closed	-$16K	–	243
2024 Q2	$16K	Buy	+103	New	+$16K	﹤0.01%	216

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

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

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

SWS Partners's PNC Position: Q3 2024 in Review

SWS Partners sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 103 shares — an estimated $16K sold.

SWS Partners first reported a position in PNC in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

SWS Partners reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 103 PNC Financial Services shares in Q3 2024, an estimated $16K.
SWS Partners first reported a position in PNC Financial Services in Q2 2024 and held it in 1 quarter.
SWS Partners's PNC Financial Services position peaked at $16K in Q2 2024.
1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.