Strategic Wealth Partners, Ltd. PNC PNC FINL CORP COM

Ownership history in Strategic Wealth Partners, Ltd.  ·  19 quarters on record

AI Ownership Summary

Strategic Wealth Partners, Ltd. reported PNC FINL CORP COM (PNC) in 19 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.05% in 2024 Q4. The latest visible filing shows PNC at 0.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Partners, Ltd.'s position in PNC FINL CORP 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
2025 Q3

PNC was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Strategic Wealth Partners, Ltd. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 66,316 +18,671 +39.2% 0.99% $13.3M 2025-11-14 (Est.) $181.20
2025 Q2 REDUCED 26.8% +9.2% 47,645 -17,454 -26.8% 0.70% $8.9M 2025-08-11 $183.98
2024 Q4 ADDED 65,099 +14,497 +28.6% 1.05% $12.7M 2025-02-14 $185.67
2024 Q3 ADDED 50,602 +17,339 +52.1% 0.82% $7.9M 2024-10-08 $170.33
2024 Q1 ADDED 33,263 +2,962 +9.8% 0.54% $4.2M 2024-05-20 $146.58
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Strategic Wealth Partners, Ltd. and PNC

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

How long has Strategic Wealth Partners, Ltd. reported owning PNC?

Strategic Wealth Partners, Ltd. reported PNC across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PNC position in Strategic Wealth Partners, Ltd.'s portfolio?

The largest reported portfolio weight for PNC was 1.05% in 2024 Q4.

What is the latest reported PNC position on this page?

The most recent filing on this page is 2025 Q3, when Strategic Wealth Partners, Ltd. reported 66,316 shares, equal to 0.99% of portfolio, with an estimated market value of $13.3M.

What does the chart on this PNC ownership page compare?

The chart compares Strategic Wealth Partners, Ltd.'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 Strategic Wealth Partners, Ltd. time their PNC position?

Based on 13F filing dates vs. subsequent PNC price moves, Strategic Wealth Partners, Ltd. correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on PNC relative to SPY over the holding period was -1.2%.

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