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YorkBridge Wealth Partners’s PNC Financial Services PNC Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$822K Sell
5,202
-1,364
-21% -$215K 0.21% 95
2022
Q3 		$981K Buy
6,566
+1,362
+26% +$221K 0.25% 80
2022
Q2 		$821K Buy
5,204
+616
+13% +$103K 0.21% 93
2022
Q1 		$846K Buy
4,588
+57
+1% +$11.5K 0.19% 95
2021
Q4 		$909K Sell
4,531
-69
-2% -$14K 0.2% 88
2021
Q3 		$900K Buy
4,600
+535
+13% +$101K 0.23% 86
2021
Q2 		$775K Buy
4,065
+409
+11% +$76.8K 0.2% 92
2021
Q1 		$641K Buy
3,656
+549
+18% +$90.6K 0.19% 99
2020
Q4 		$463K Buy
3,107
+180
+6% +$23K 0.16% 109
2020
Q3 		$322K Sell
2,927
-39
-1% -$4.19K 0.14% 131
2020
Q2 		$312K Sell
2,966
-400
-12% -$42.1K 0.14% 128
2020
Q1 		$322K Sell
3,366
-55
-2% -$7.39K 0.2% 110
2019
Q4 		$546K Buy
3,421
+132
+4% +$19.8K 0.25% 96
2019
Q3 		$461K Buy
3,289
+61
+2% +$8.27K 0.23% 101
2019
Q2 		$443K Buy
3,228
+95
+3% +$12.6K 0.2% 104
2019
Q1 		$384K Buy
3,133
+259
+9% +$32.1K 0.18% 116
2018
Q4 		$336K Buy
2,874
+263
+10% +$33.6K 0.18% 122
2018
Q3 		$355K Buy
2,611
+457
+21% +$65K 0.16% 126
2018
Q2 		$291K Buy
2,154
+814
+61% +$119K 0.13% 145
2018
Q1 		$204K Sell
1,340
-181
-12% -$28.1K 0.09% 177
2017
Q4 		$229K Hold
1,521
– – 0.11% 163
2017
Q3 		$205K Sell
1,521
-113
-7% -$14.5K 0.11% 169
2017
Q2 		$206K Hold
1,634
– – 0.11% 170
2017
Q1 		$197K Sell
1,634
-52
-3% -$6.37K 0.1% 171
2016
Q4 		$189K Buy
+1,686
New +$175K 0.11% 158

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's PNC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its PNC Financial Services (PNC) stake by 21% in Q4 2022, selling an estimated $215K and leaving 5,202 shares worth $822K. The position accounts for 0.21% of the portfolio, ranked #95.

YorkBridge Wealth Partners first reported a position in PNC in Q4 2016 and has held it in 25 quarters since. The position peaked at $981K in Q3 2022. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

  • YorkBridge Wealth Partners held 5,202 shares of PNC Financial Services worth $822K as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,364 PNC Financial Services shares in Q4 2022, an estimated $215K.
  • PNC Financial Services made up 0.21% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #95 holding.
  • YorkBridge Wealth Partners first reported a position in PNC Financial Services in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's PNC Financial Services position peaked at $981K in Q3 2022.
  • 1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.