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Wingate Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Wingate Wealth Advisors’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
-422
Closed -$81.4K – 330
2024
Q4 		$81.4K Buy
+422
New +$83K 0.08% 159

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wingate Wealth Advisors's PNC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 422 shares — an estimated $81.4K sold.

Wingate Wealth Advisors first reported a position in PNC in Q4 2024 and held it in 1 quarter. The position peaked at $81.4K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 422 PNC Financial Services shares in Q1 2025, an estimated $81.4K.
  • Wingate Wealth Advisors first reported a position in PNC Financial Services in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's PNC Financial Services position peaked at $81.4K in Q4 2024.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.