WR Wealth Planners’s PNC Financial Services PNC Stock Holding History

WR Wealth Planners’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
2024 Q4	$12.3K	Sell	64 -11	-15%	-$2.16K	﹤0.01%	563
2024 Q3	$13.9K	Buy	75 +9	+14%	+$1.58K	﹤0.01%	577
2024 Q2	$10.3K	Sell	66 -26	-28%	-$4.03K	﹤0.01%	589
2024 Q1	$14.9K	Buy	+92	New	+$13.9K	﹤0.01%	513
2023 Q4	–	Sell	-43	Closed	-$5.28K	–	673
2023 Q3	$5.28K	Hold	43	–	–	﹤0.01%	672
2023 Q2	$5.42K	Hold	43	–	–	﹤0.01%	671
2023 Q1	$5.46K	Buy	43 +25	+139%	+$3.77K	﹤0.01%	668
2022 Q4	$2.84K	Hold	18	–	–	﹤0.01%	371
2022 Q3	$2.69K	Hold	18	–	–	﹤0.01%	368
2022 Q2	$2.84K	Hold	18	–	–	﹤0.01%	395
2022 Q1	$3.32K	Buy	+18	New	+$3.64K	﹤0.01%	389

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

WR Wealth Planners's PNC Position: Q4 2024 in Review

WR Wealth Planners reduced its PNC Financial Services (PNC) stake by 15% in Q4 2024, selling an estimated $2.16K and leaving 64 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

WR Wealth Planners first reported a position in PNC in Q1 2022 and has held it in 11 quarters since. The position peaked at $14.9K in Q1 2024. 1,732 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

WR Wealth Planners held 64 shares of PNC Financial Services worth $12.3K as of Q4 2024.
WR Wealth Planners sold 11 PNC Financial Services shares in Q4 2024, an estimated $2.16K.
PNC Financial Services made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #563 holding.
WR Wealth Planners first reported a position in PNC Financial Services in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's PNC Financial Services position peaked at $14.9K in Q1 2024.
1,732 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.