Tortoise Investment Management’s PNC Financial Services PNC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-18	Closed	-$3.62K	–	1119
2025 Q3	$3.62K	Buy	18 +4	+29%	+$791	﹤0.01%	753
2025 Q2	$2.61K	Buy	+14	New	+$2.37K	﹤0.01%	747
2024 Q3	–	Sell	-17	Closed	-$2.64K	–	914
2024 Q2	$2.64K	Hold	17	–	–	﹤0.01%	746
2024 Q1	$2.75K	Buy	17 +3	+21%	+$452	﹤0.01%	737
2023 Q4	$2.17K	Hold	14	–	–	﹤0.01%	700
2023 Q3	$1.72K	Hold	14	–	–	﹤0.01%	714
2023 Q2	$1.76K	Hold	14	–	–	﹤0.01%	704
2023 Q1	$1.78K	Hold	14	–	–	﹤0.01%	702
2022 Q4	$2.21K	Hold	14	–	–	﹤0.01%	684
2022 Q3	$2K	Sell	14 -17	-55%	-$2.75K	﹤0.01%	698
2022 Q2	$5K	Buy	+31	New	+$5.2K	﹤0.01%	589

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's PNC Position: Q4 2025 in Review

Tortoise Investment Management sold out of PNC Financial Services (PNC) in Q4 2025, closing a stake of 18 shares — an estimated $3.62K sold.

Tortoise Investment Management first reported a position in PNC in Q2 2022 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 1,883 funds tracked by Wall St. Rank hold PNC as of Q4 2025.

Tortoise Investment Management reported no remaining PNC Financial Services position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 18 PNC Financial Services shares in Q4 2025, an estimated $3.62K.
Tortoise Investment Management first reported a position in PNC Financial Services in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's PNC Financial Services position peaked at $5K in Q2 2022.
1,883 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.