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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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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