WI
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WBI Investments’s PNC Financial Services PNC Stock Holding History

WBI Investments’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
Q4 		– Sell
-3,835
Closed -$709K – 274
2024
Q3 		$709K Buy
3,835
+895
+30% +$157K 0.17% 142
2024
Q2 		$457K Sell
2,940
-142
-5% -$22K 0.11% 131
2024
Q1 		$498K Sell
3,082
-157
-5% -$23.7K 0.1% 141
2023
Q4 		$502K Sell
3,239
-236
-7% -$30.6K 0.1% 147
2023
Q3 		$427K Buy
+3,475
New +$437K 0.09% 145
2021
Q4 		– Sell
-9,329
Closed -$1.82M – 221
2021
Q3 		$1.82M Buy
+9,329
New +$1.76M 0.31% 88
2021
Q1 		– Sell
-28,381
Closed -$4.23M – 225
2020
Q4 		$4.23M Buy
+28,381
New +$3.63M 0.64% 34
2020
Q1 		– Sell
-63,302
Closed -$10.1M – 178
2019
Q4 		$10.1M Buy
63,302
+39,352
+164% +$5.91M 1.08% 17
2019
Q3 		$3.36M Sell
23,950
-8,081
-25% -$1.1M 0.32% 69
2019
Q2 		$4.4M Buy
+32,031
New +$4.23M 0.39% 60

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's PNC Position: Q4 2024 in Review

WBI Investments sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 3,835 shares — an estimated $709K sold.

WBI Investments first reported a position in PNC in Q2 2019 and held it in 10 quarters. The position peaked at $10.1M in Q4 2019. 1,734 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • WBI Investments reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • WBI Investments sold 3,835 PNC Financial Services shares in Q4 2024, an estimated $709K.
  • WBI Investments first reported a position in PNC Financial Services in Q2 2019 and held it in 10 quarters.
  • WBI Investments's PNC Financial Services position peaked at $10.1M in Q4 2019.
  • 1,734 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on WBI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.