PNC β€” PNC FINL SVCS GROUP INC

Ownership history in SALZHAUER MICHAEL  Β·  73 quarters on record

This page tracks every 13F SEC filing in which SALZHAUER MICHAEL reported a position in PNC FINL SVCS GROUP INC (PNC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.86% (2014 Q2)
πŸ“Š Avg. % of fund
1.67%
πŸ“… First filed
2013 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
73

Position Intelligence

SALZHAUER MICHAEL Γ— PNC AI Analytics

πŸ“ˆ SALZHAUER MICHAEL outperformed the S&P 500 by +0.5% annually on this PNC position. Timing score: 42% (22/52 decisions correct). Average cost basis: $85.27. Maximum drawdown during holding period: –39.6%.

πŸ“ˆ Position Alpha vs SPY
+0.5%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
72 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
22 of 52 add/trim decisions correct

πŸ’° Entry Quality
$85.27
+142.9% vs current ($207.14)

Best entry: $53.31 (2013 Q4)  Β·  Worst: $170.58 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–39.6%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

23 adds Β· 29 trims. Bought during 2 of 14 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.82% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PNC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 9,598 β€” 0% 0.82% $2.0M $207.14
2025 Q3 REDUCED 9,598 -2,558 -21.0% 0.93% $1.9M $197.59
2025 Q2 REDUCED 12,156 -2,334 -16.1% 1.33% $2.3M $181.74
2025 Q1 UNCHANGED 14,490 β€” 0% 1.56% $2.5M $169.59
2024 Q4 UNCHANGED 14,490 β€” 0% 1.43% $2.8M $184.55
2024 Q3 UNCHANGED 14,490 β€” 0% 1.64% $2.7M $175.42
2024 Q2 UNCHANGED 14,490 β€” 0% 1.75% $2.3M $146.15
2024 Q1 UNCHANGED 14,490 β€” 0% 1.79% $2.3M $150.37
2023 Q4 REDUCED 14,490 -6,706 -31.6% 1.91% $2.2M $142.63
2023 Q3 REDUCED 21,196 -1,109 -5.0% 2.77% $2.6M $111.60
63 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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