Triad Financial Advisors’s PNC Financial Services PNC Stock Holding History

Triad Financial 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	$205K	Sell	1,667 -98	-6%	-$12.3K	0.07%	98
2023 Q2	$222K	Sell	1,765 -768	-30%	-$93.9K	0.09%	93
2023 Q1	$322K	Buy	2,533 +2	+0.1%	+$302	0.14%	68
2022 Q4	$400K	Buy	2,531 +1	+0%	+$157	0.18%	63
2022 Q3	$378K	Hold	2,530	–	–	0.21%	55
2022 Q2	$399K	Buy	2,530 +3	+0.1%	+$503	0.22%	55
2022 Q1	$466K	Buy	2,527 +24	+1%	+$4.85K	0.25%	52
2021 Q4	$502K	Buy	+2,503	New	+$509K	0.3%	54

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

Triad Financial Advisors's PNC Position: Q3 2023 in Review

Triad Financial Advisors reduced its PNC Financial Services (PNC) stake by 5.6% in Q3 2023, selling an estimated $12.3K and leaving 1,667 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #98.

Triad Financial Advisors first reported a position in PNC in Q4 2021 and has held it in 8 quarters since. The position peaked at $502K in Q4 2021. 1,377 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

Triad Financial Advisors held 1,667 shares of PNC Financial Services worth $205K as of Q3 2023.
Triad Financial Advisors sold 98 PNC Financial Services shares in Q3 2023, an estimated $12.3K.
PNC Financial Services made up 0.07% of Triad Financial Advisors's portfolio in Q3 2023, its #98 holding.
Triad Financial Advisors first reported a position in PNC Financial Services in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's PNC Financial Services position peaked at $502K in Q4 2021.
1,377 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.