Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
PNC FINANCIAL SERVICES GROUP, INC. manages $127.3B across 4601 positions as of Q4 2023. Top holdings: LLY (23.7%), IVV (5.5%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 274 new positions, 265 exits, 1402 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $127.3B across 4601 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile