ZIMP
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Zimmermann Investment Management & Planning’s PNC Financial Services PNC Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-1,503
Closed -$278K – 98
2024
Q3 		$278K Sell
1,503
-392
-21% -$68.7K 0.09% 118
2024
Q2 		$295K Buy
1,895
+28
+1% +$4.34K 0.1% 109
2024
Q1 		$302K Buy
+1,867
New +$281K 0.11% 110

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Zimmermann Investment Management & Planning's PNC Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of PNC Financial Services (PNC) in Q4 2024, closing a stake of 1,503 shares — an estimated $278K sold.

Zimmermann Investment Management & Planning first reported a position in PNC in Q1 2024 and held it in 3 quarters. The position peaked at $302K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold PNC as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining PNC Financial Services position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,503 PNC Financial Services shares in Q4 2024, an estimated $278K.
  • Zimmermann Investment Management & Planning first reported a position in PNC Financial Services in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's PNC Financial Services position peaked at $302K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.