Wealth Advisory Solutions’s PNC Financial Services PNC Stock Holding History

Wealth Advisory Solutions’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 Q1	–	Sell	-1,244	Closed	-$240K	–	150
2024 Q4	$240K	Sell	1,244 -110	-8%	-$21.6K	0.07%	114
2024 Q3	$250K	Buy	1,354 +31	+2%	+$5.44K	0.07%	111
2024 Q2	$206K	Buy	+1,323	New	+$205K	0.06%	118
2021 Q3	$283K	Buy	+1,449	New	+$274K	0.06%	139
2021 Q2	–	Sell	-1,625	Closed	-$285K	–	192
2021 Q1	$285K	Buy	+1,625	New	+$268K	0.21%	55
2020 Q4	–	Sell	-47,232	Closed	-$5.19M	–	189
2020 Q3	$5.19M	Sell	47,232 -3,904	-8%	-$420K	1.38%	22
2020 Q2	$5.38M	Buy	+51,136	New	+$5.39M	1.5%	16

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisory Solutions's PNC Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 1,244 shares — an estimated $240K sold.

Wealth Advisory Solutions first reported a position in PNC in Q2 2020 and held it in 7 quarters. The position peaked at $5.38M in Q2 2020. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

Wealth Advisory Solutions reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 1,244 PNC Financial Services shares in Q1 2025, an estimated $240K.
Wealth Advisory Solutions first reported a position in PNC Financial Services in Q2 2020 and held it in 7 quarters.
Wealth Advisory Solutions's PNC Financial Services position peaked at $5.38M in Q2 2020.
1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.