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West Oak Capital’s PNC Financial Services PNC Stock Holding History

West Oak Capital’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
Q3 		$201 Hold
100
– – 0.01% 193
2025
Q2 		$186 Hold
100
– – 0.01% 215
2025
Q1 		$176 Hold
100
– – 0.01% 219
2024
Q4 		$193K Hold
100
– – 0.01% 218
2024
Q3 		$185 Sell
100
-1
-1% -$175 ﹤0.01% 219
2024
Q2 		$15.7K Hold
101
– – 0.01% 231
2024
Q1 		$16K Hold
101
– – 0.01% 227
2023
Q4 		$15K Hold
101
– – 0.01% 229
2023
Q3 		$12K Hold
101
– – 0.01% 235
2023
Q2 		$12.7K Hold
101
– – 0.01% 237
2023
Q1 		$12.8K Hold
101
– – 0.01% 230
2022
Q4 		$16K Hold
101
– – 0.01% 196
2022
Q3 		$15K Hold
101
– – 0.01% 214
2022
Q2 		$16K Hold
101
– – 0.01% 215
2022
Q1 		$19K Hold
101
– – 0.01% 222
2021
Q4 		$20K Hold
101
– – 0.01% 231
2021
Q3 		$20K Hold
101
– – 0.01% 242
2021
Q2 		$19K Hold
101
– – 0.01% 243
2021
Q1 		$18K Hold
101
– – 0.01% 236
2020
Q4 		$15K Hold
101
– – 0.01% 234
2020
Q3 		$11K Sell
101
-200
-66% -$21.5K 0.01% 233
2020
Q2 		$32K Buy
301
+200
+198% +$21.1K 0.02% 186
2020
Q1 		$10K Sell
101
-100
-50% -$13.4K 0.01% 224
2019
Q4 		$32K Buy
201
+100
+99% +$15K 0.02% 193
2019
Q3 		$14K Hold
101
– – 0.01% 228
2019
Q2 		$14K Hold
101
– – 0.01% 236
2019
Q1 		$12K Hold
101
– – 0.01% 237
2018
Q4 		$11.8K Hold
101
– – 0.01% 238
2018
Q3 		$13.8K Buy
+101
New +$14.4K 0.01% 248

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Oak Capital's PNC Position: Q3 2025 in Review

West Oak Capital held its PNC Financial Services (PNC) position steady in Q3 2025 at 100 shares worth $201. The position accounts for 0.01% of the portfolio, ranked #193.

West Oak Capital first reported a position in PNC in Q3 2018 and has held it in 29 quarters since. The position peaked at $193K in Q4 2024. 1,793 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

  • West Oak Capital held 100 shares of PNC Financial Services worth $201 as of Q3 2025.
  • West Oak Capital left its PNC Financial Services share count unchanged in Q3 2025.
  • PNC Financial Services made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #193 holding.
  • West Oak Capital first reported a position in PNC Financial Services in Q3 2018 and has held it in 29 quarters since.
  • West Oak Capital's PNC Financial Services position peaked at $193K in Q4 2024.
  • 1,793 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.