Bare Financial Services, Inc PNC — PNC FINL SVCS GROUP INC COM

Ownership history in Bare Financial Services, Inc  ·  10 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported PNC FINL SVCS GROUP INC COM (PNC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.72% in 2023 Q4. The latest visible filing shows PNC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in PNC FINL SVCS GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PNC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PNC stock page Bare Financial Services, Inc fund profile Bare Financial Services, Inc full holdings
How Bare Financial Services, Inc held PNC — position size vs. price
% of Fund (quarterly)    PNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,824 +4 +0.2% 0.10% $380K 2026-05-14 $213.45
2025 Q4 REDUCED 16.0% +0.5% ❌ 1,820 -347 -16.0% 0.11% $380K 2026-02-06 $240.63
2025 Q3 ADDED — — — 2,167 +1,264 +140.0% 0.13% $436K 2025-11-12 $184.07
2025 Q2 ADDED — — — 903 +43 +5.0% 0.06% $168K 2025-08-13 $188.73
2025 Q1 ADDED — — — 860 +13 +1.5% 0.06% $151K 2025-05-12 $169.30
2024 Q4 UNCHANGED — — — 847 — 0% 0.07% $163K 2025-02-10 $188.89
2024 Q3 UNCHANGED — — — 847 — 0% 0.06% $157K 2024-11-13 $198.77
2024 Q2 UNCHANGED — — — 847 — 0% 0.08% $153K 2024-08-14 $158.57
2024 Q1 REDUCED 84.6% -2.4% ✅ 847 -4,666 -84.6% 0.12% $130K 2024-05-13 $147.43
2023 Q4 INITIATED — — — 5,513 — — 1.72% $854K 2024-02-06 $137.86

🏢 Other funds also holding PNC

As of 2026 Q1 — sorted by position size

PROVIDENT TRUST CO 3Y 7Y 7.6% Atlas Wealth LLC 3Y 5.92% Elevate Capital Advisors, LLC 3.81% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 3.65% DAVIS-REA LTD. 3Y 7Y 3.46% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 3.31% Walsky Investment Management, Inc. 3.08% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 3.04% Covington Investment Advisors Inc. 3Y 7Y 2.88% Oath Planning, LLC 2.82%

FAQ About Bare Financial Services, Inc and PNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning PNC?

Bare Financial Services, Inc reported PNC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PNC position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for PNC was 1.72% in 2023 Q4.

What is the latest reported PNC position on this page?

The most recent filing on this page is 2026 Q1, when Bare Financial Services, Inc reported 1,824 shares, equal to 0.10% of portfolio, with an estimated market value of $380K.

What does the chart on this PNC ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly PNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bare Financial Services, Inc time their PNC position?

Based on 13F filing dates vs. subsequent PNC price moves, Bare Financial Services, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PNC relative to SPY over the holding period was +0.1%.

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