Western Pacific Wealth Management’s PNC Financial Services PNC Stock Holding History

Western Pacific Wealth Management’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	–	Sell	-208	Closed	-$38.8K	–	201
2025 Q2	$38.8K	Hold	208	–	–	0.04%	142
2025 Q1	$36.6K	Sell	208 -557	-73%	-$105K	0.03%	139
2024 Q4	$148K	Hold	765	–	–	0.12%	84
2024 Q3	$141K	Buy	765 +46	+6%	+$8.07K	0.09%	79
2024 Q2	$112K	Buy	719 +98	+16%	+$15.2K	0.08%	84
2024 Q1	$100K	Buy	621 +107	+21%	+$16.1K	0.07%	100
2023 Q4	$79.6K	Hold	514	–	–	0.06%	113
2023 Q3	$63.1K	Hold	514	–	–	0.05%	115
2023 Q2	$64.7K	Hold	514	–	–	0.05%	121
2023 Q1	$65.3K	Sell	514 -98	-16%	-$14.8K	0.05%	115
2022 Q4	$96.7K	Buy	612 +302	+97%	+$47.5K	0.08%	81
2022 Q3	$46K	Buy	+310	New	+$50.2K	0.05%	104

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Western Pacific Wealth Management's PNC Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of PNC Financial Services (PNC) in Q3 2025, closing a stake of 208 shares — an estimated $38.8K sold.

Western Pacific Wealth Management first reported a position in PNC in Q3 2022 and held it in 12 quarters. The position peaked at $148K in Q4 2024. 1,797 funds tracked by Wall St. Rank hold PNC as of Q3 2025.

Western Pacific Wealth Management reported no remaining PNC Financial Services position as of Q3 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 208 PNC Financial Services shares in Q3 2025, an estimated $38.8K.
Western Pacific Wealth Management first reported a position in PNC Financial Services in Q3 2022 and held it in 12 quarters.
Western Pacific Wealth Management's PNC Financial Services position peaked at $148K in Q4 2024.
1,797 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.