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

Tradition 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
2024 Q1	–	Sell	-65	Closed	-$10K	–	971
2023 Q4	$10K	Sell	65 -5	-7%	-$647	﹤0.01%	1005
2023 Q3	$9K	Hold	70	–	–	﹤0.01%	1040
2023 Q2	$9K	Sell	70 -31	-31%	-$3.79K	﹤0.01%	1074
2023 Q1	$13K	Buy	101 +35	+53%	+$5.28K	﹤0.01%	940
2022 Q4	$10K	Sell	66 -2	-3%	-$315	﹤0.01%	915
2022 Q3	$10K	Buy	68 +2	+3%	+$324	﹤0.01%	933
2022 Q2	$10K	Hold	66	–	–	﹤0.01%	827
2022 Q1	$12K	Hold	66	–	–	﹤0.01%	853
2021 Q4	$13K	Hold	66	–	–	﹤0.01%	847
2021 Q3	$13K	Hold	66	–	–	﹤0.01%	846
2021 Q2	$13K	Hold	66	–	–	﹤0.01%	877
2021 Q1	$12K	Buy	66 +6	+10%	+$990	﹤0.01%	741
2020 Q4	$9K	Buy	+60	New	+$7.67K	﹤0.01%	769

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Tradition Wealth Management's PNC Position: Q1 2024 in Review

Tradition Wealth Management sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 65 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in PNC in Q4 2020 and held it in 13 quarters. The position peaked at $13K in Q1 2023. 1,526 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

Tradition Wealth Management reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 65 PNC Financial Services shares in Q1 2024, an estimated $10K.
Tradition Wealth Management first reported a position in PNC Financial Services in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's PNC Financial Services position peaked at $13K in Q1 2023.
1,526 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.