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Unique Wealth Strategies’s PNC Financial Services PNC Stock Holding History

Unique Wealth Strategies’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
-44
Closed -$7.11K – 548
2024
Q2 		$7.11K Buy
+44
New +$6.82K ﹤0.01% 358

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

Unique Wealth Strategies's PNC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 44 shares — an estimated $7.11K sold.

Unique Wealth Strategies first reported a position in PNC in Q2 2024 and held it in 1 quarter. The position peaked at $7.11K in Q2 2024. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 44 PNC Financial Services shares in Q3 2024, an estimated $7.11K.
  • Unique Wealth Strategies first reported a position in PNC Financial Services in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's PNC Financial Services position peaked at $7.11K in Q2 2024.
  • 1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.