Tiedemann Advisors’s PNC Financial Services PNC Stock Holding History

Tiedemann Advisors’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
2023 Q3	$201K	Buy	+1,634	New	+$206K	0.01%	261
2019 Q2	–	Sell	-9,476	Closed	-$1.16M	–	392
2019 Q1	$1.16M	Buy	9,476 +484	+5%	+$59.9K	0.05%	198
2018 Q4	$1.05M	Buy	+8,992	New	+$1.15M	0.05%	202
2017 Q4	–	Sell	-19,916	Closed	-$1.79M	–	313
2017 Q3	$1.79M	Sell	19,916 -2,406	-11%	-$309K	0.16%	107
2017 Q2	$2.79M	Buy	22,322 +1,928	+9%	+$233K	0.2%	94
2017 Q1	$2.45M	Buy	20,394 +4,088	+25%	+$501K	0.21%	103
2016 Q4	$1.91M	Buy	+16,306	New	+$1.7M	0.19%	94

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tiedemann Advisors's PNC Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in PNC Financial Services (PNC) in Q3 2023: 1,634 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in PNC as recently as Q1 2019.

Tiedemann Advisors first reported a position in PNC in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.79M in Q2 2017. 1,377 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

Tiedemann Advisors held 1,634 shares of PNC Financial Services worth $201K as of Q3 2023.
PNC Financial Services was a new Tiedemann Advisors position in Q3 2023.
PNC Financial Services made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #261 holding.
Tiedemann Advisors first reported a position in PNC Financial Services in Q4 2016 and has held it in 7 quarters since.
Tiedemann Advisors's PNC Financial Services position peaked at $2.79M in Q2 2017.
1,377 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.