PNC β€” PNC FINL SVCS GROUP INC

Ownership history in Nicholas Wealth, LLC.  Β·  9 quarters on record

AI Ownership Summary

Nicholas Wealth, LLC. reported PNC FINL SVCS GROUP INC (PNC) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.65% in 2025 Q3. The latest visible filing shows PNC at 0.65% 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 Nicholas Wealth, LLC.'s position in PNC FINL SVCS GROUP INC, 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
2025 Q3

PNC was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

How Nicholas Wealth, LLC. held PNC β€” position size vs. price
% of Fund (quarterly)    PNC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,712 +1,585 +25.9% 0.65% $1.5M 2025-10-20 $180.78
2025 Q2 ADDED 6,127 +1,324 +27.6% 0.56% $1.1M 2025-08-11 $185.39
2025 Q1 ADDED 4,803 +378 +8.5% 0.49% $844K 2025-05-06 $159.42
2024 Q4 ADDED 4,425 +643 +17.0% 0.46% $852K 2025-01-14 $187.29
2024 Q3 REDUCED 3,782 -833 -18.0% 0.43% $699K 2024-10-29 $179.77
2024 Q2 ADDED 4,615 +595 +14.8% 0.50% $718K 2024-08-05 $157.36
2024 Q1 REDUCED 4,020 -429 -9.6% 0.49% $650K 2024-04-19 $143.16
2023 Q4 ADDED 4,449 +716 +19.2% 0.59% $690K 2024-01-11 $140.50
2023 Q3 INITIATED 3,733 β€” β€” 0.42% $458K 2023-10-25 $102.51

FAQ About Nicholas Wealth, LLC. and PNC

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

How long has Nicholas Wealth, LLC. reported owning PNC?

Nicholas Wealth, LLC. reported PNC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported PNC position in Nicholas Wealth, LLC.'s portfolio?

The largest reported portfolio weight for PNC was 0.65% in 2025 Q3.

What is the latest reported PNC position on this page?

The most recent filing on this page is 2025 Q3, when Nicholas Wealth, LLC. reported 7,712 shares, equal to 0.65% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PNC ownership page compare?

The chart compares Nicholas Wealth, LLC.'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.

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