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PNC Financial Services shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of PNC Financial Services (PNC) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in PNC Financial Services

Tip: Access up to 7 years of quarterly data

All positions including PNC Financial Services held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PNC Financial Services by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $119k 591 200.93
2025-06-30 $111k 596 186.42
2025-03-31 $104k 591 175.77

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding PNC Financial Services

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital Research and Management Company - Division 3
Geode Capital Management
Massachusetts Financial Services
Franklin Resources
Viking Global Investors
Jpmorgan Chase & Co
Invesco
Ameriprise Financial
Reed Conner & Birdwell
AQR Capital Management
Morgan Stanley

View all funds holding PNC Financial Services