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Zynergy Retirement Planning’s PNC Financial Services PNC Stock Holding History

Zynergy Retirement 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
2025
Q2 		– Sell
-607
Closed -$117K – 83
2025
Q1 		$117K Hold
607
– – 0.08% 33
2024
Q4 		$112K Hold
607
– – 0.08% 33
2024
Q3 		$112K Hold
607
– – 0.08% 33
2024
Q2 		$94.4K Buy
+607
New +$94.1K 0.07% 33

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zynergy Retirement Planning's PNC Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of PNC Financial Services (PNC) in Q2 2025, closing a stake of 607 shares — an estimated $117K sold.

Zynergy Retirement Planning first reported a position in PNC in Q2 2024 and held it in 4 quarters. The position peaked at $117K in Q1 2025. 1,755 funds tracked by Wall St. Rank hold PNC as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining PNC Financial Services position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 607 PNC Financial Services shares in Q2 2025, an estimated $117K.
  • Zynergy Retirement Planning first reported a position in PNC Financial Services in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's PNC Financial Services position peaked at $117K in Q1 2025.
  • 1,755 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.