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SYSTM Wealth Solutions’s PNC Financial Services PNC Stock Holding History

SYSTM Wealth Solutions’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
-971
Closed -$151K – 488
2024
Q2 		$151K Sell
971
-10,509
-92% -$1.63M 0.03% 214
2024
Q1 		$1.86M Sell
11,480
-713
-6% -$107K 0.23% 126
2023
Q4 		$1.89M Buy
12,193
+504
+4% +$65.3K 0.26% 112
2023
Q3 		$1.44M Buy
11,689
+4,646
+66% +$585K 0.22% 125
2023
Q2 		$887K Buy
7,043
+255
+4% +$31.2K 0.12% 223
2023
Q1 		$863K Buy
6,788
+630
+10% +$95K 0.13% 193
2022
Q4 		$973K Buy
+6,158
New +$969K 0.12% 216

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's PNC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 971 shares — an estimated $151K sold.

SYSTM Wealth Solutions first reported a position in PNC in Q4 2022 and held it in 7 quarters. The position peaked at $1.89M in Q4 2023. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 971 PNC Financial Services shares in Q3 2024, an estimated $151K.
  • SYSTM Wealth Solutions first reported a position in PNC Financial Services in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's PNC Financial Services position peaked at $1.89M in Q4 2023.
  • 1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.