— Know what they know.
Not Investment Advice
Bank ← All Institutions

PNC FINANCIAL SERVICES GROUP, INC.

THE TOWER AT PNC PLAZA 300 FIFTH AVENUE, PITTSBURGH, PA 15222-2401 • 888-762-2265

Q2 2025 · Filed 2025-08-08
Market Value
$155.1B
-18.8%
Holdings
4,932
+64
New Purchases
247
Added To
1,797
Closed
221
Reduced
2,035
Top 10 Concentration
44.6%
Turnover
9.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 6.15% 4.49% +1.66% $9.5B
MSFT 2.93% 1.80% +1.13% $4.5B
AVLV 0.71% 0.21% +0.50% $1.1B
NVDA 1.03% 0.55% +0.48% $1.6B
AVGO 0.86% 0.42% +0.43% $1.3B
SPY 1.63% 1.21% +0.41% $2.5B
JPM 1.26% 0.87% +0.39% $2.0B
QQQ 1.09% 0.76% +0.33% $1.7B
AAPL 2.53% 2.24% +0.29% $3.9B
AMZN 0.94% 0.66% +0.28% $1.5B
GOOGL 0.96% 0.69% +0.27% $1.5B
IWF 0.85% 0.59% +0.27% $1.3B
IEFA 0.86% 0.61% +0.25% $1.3B
DGRW 1.07% 0.81% +0.25% $1.7B
META 0.64% 0.39% +0.25% $993M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 25.78% 43.83% -18.05% $40.0B
UNH 0.18% 0.33% -0.15% $272M
VFC 0.57% 0.61% -0.04% $881M
DFS 0.00% 0.02% -0.02% $0
SCZ 0.03% 0.05% -0.02% $44M
BMY 0.12% 0.14% -0.02% $192M
IPG 0.01% 0.02% -0.01% $8M
PCAR 0.01% 0.02% -0.01% $12M
SCHC 0.04% 0.05% -0.01% $64M
SLB 0.02% 0.02% -0.01% $28M
TMO 0.07% 0.07% -0.00% $103M
BDX 0.02% 0.02% -0.00% $30M
ES 0.01% 0.01% -0.00% $18M
HES 0.00% 0.01% -0.00% $7M
GT 0.00% 0.00% -0.00% $190K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 41.5%
Healthcare 31.0%
Technology 9.7%
Consumer Cyclical 4.0%
Industrials 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 100 $93.4B 60.2%
Large Cap 1,373 $55.9B 36.0%
Mid Cap 1,413 $5.0B 3.2%
Small Cap 1,476 $664M 0.4%
Micro Cap 570 $124M 0.1%

Portfolio Analytics

Avg Market Cap
$27.9B
Median Market Cap
$3.2B
Avg P/E
29.7
Median P/E
18.4
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
3,689
# ETFs / Funds
1,243

Top Holdings (4,932 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 25.78% 51,293,980 $40.0B $779.53 -$43.7B -50,011,670 -49.4%
2 IVV 6.15% 15,375,370 $9.5B $620.90 $966M +105,099 +0.7%
3 MSFT 2.93% 9,139,154 $4.5B $497.41 $1.1B -27,628 -0.3%
4 AAPL 2.53% 19,111,492 $3.9B $205.17 -$347M -100,974 -0.5%
5 SPY 1.63% 4,088,119 $2.5B $617.85 $207M -56,675 -1.4%
6 JPM 1.26% 6,755,668 $2.0B $289.91 $293M -33,882 -0.5%
7 ERIE 1.10% 4,910,661 $1.7B $346.79 -$355M -162
8 QQQ 1.09% 3,062,983 $1.7B $551.64 $233M -42,799 -1.4%
9 DGRW 1.07% 19,788,159 $1.7B $83.74 $103M +331,207 +1.7%
10 NVDA 1.03% 10,092,364 $1.6B $157.99 $552M +469,134 +4.9%
11 GOOGL 0.96% 8,480,898 $1.5B $176.23 $176M -46,375 -0.5%
12 AMZN 0.94% 6,632,605 $1.5B $219.39 $200M +38,232 +0.6%
13 IQLT 0.88% 31,568,040 $1.4B $43.22 $150M +974,637 +3.2%
14 IEFA 0.86% 16,039,614 $1.3B $83.48 $177M +680,572 +4.4%
15 AVGO 0.86% 4,818,752 $1.3B $275.65 $523M +9,110 +0.2%
16 IWF 0.85% 3,112,830 $1.3B $424.58 $203M +13,758 +0.4%
17 QUAL 0.83% 7,080,789 $1.3B $182.82 $48M -215,735 -3.0%
18 PG 0.83% 8,061,800 $1.3B $159.32 -$104M -86,718 -1.1%
19 IWR 0.76% 12,897,853 $1.2B $91.97 $67M -259,301 -2.0%
20 HD 0.74% 3,127,479 $1.1B $366.64 -$5M -14,926 -0.5%
21 XOM 0.73% 10,518,446 $1.1B $107.80 -$130M -111,492 -1.1%
22 AVLV 0.71% 16,158,842 $1.1B $68.21 $699M +9,979,293 +161.5%
23 VUG 0.66% 2,329,175 $1.0B $438.40 $161M +9,301 +0.4%
24 V 0.65% 2,824,681 $1.0B $355.05 $24M +30,779 +1.1%
25 META 0.64% 1,345,118 $993M $738.09 $246M +49,623 +3.8%
26 IJH 0.62% 15,612,577 $968M $62.02 $48M -166,907 -1.1%
27 GOVT 0.61% 41,157,180 $946M $22.98 $3M +121,143 +0.3%
28 JNJ 0.59% 5,996,619 $916M $152.75 -$88M -55,366 -0.9%
29 AGG 0.58% 9,128,626 $906M $99.20 $22M +193,320 +2.2%
30 VFC 0.57% 74,977,747 $881M $11.75 -$287M -278,129 -0.4%
31 IJR 0.57% 8,024,639 $877M $109.29 $30M -75,708 -0.9%
32 IEF 0.53% 8,602,910 $824M $95.77 -$62M -688,371 -7.4%
33 IWB 0.52% 2,385,776 $810M $339.57 $68M -33,762 -1.4%
34 BRK-A 0.51% 1,084 $790M $728,800.00 -$102M -33 -3.0%
35 MUB 0.51% 7,528,127 $787M $104.48 $32M +369,771 +5.2%
36 EFA 0.50% 8,689,604 $777M $89.39 $69M +28,965 +0.3%
37 VTI 0.50% 2,549,479 $775M $303.93 $74M +141 +0.0%
38 IEMG 0.50% 12,852,948 $772M $60.03 $107M +541,926 +4.4%
39 ABBV 0.49% 4,085,956 $758M $185.62 -$109M -52,243 -1.3%
40 MCD 0.49% 2,592,768 $758M $292.17 -$62M -32,098 -1.2%
41 VTV 0.49% 4,265,950 $754M $176.74 $24M +39,828 +0.9%
42 ORCL 0.45% 3,217,897 $704M $218.63 $248M -39,368 -1.2%
43 IWD 0.43% 3,412,793 $663M $194.23 $32M +57,638 +1.7%
44 VO 0.42% 2,315,383 $648M $279.83 $40M -36,771 -1.6%
45 IWM 0.42% 2,995,588 $646M $215.79 $37M -58,803 -1.9%
46 ABT 0.40% 4,592,410 $625M $136.01 $9M -46,296 -1.0%
47 IVW 0.40% 5,568,243 $613M $110.10 $103M +76,455 +1.4%
48 MRK 0.39% 7,723,259 $611M $79.16 -$93M -120,912 -1.5%
49 VV 0.39% 2,123,462 $606M $285.30 $64M +13,798 +0.7%
50 COST 0.37% 582,158 $576M $989.94 $27M +1,868 +0.3%
51 QQQM 0.36% 2,427,022 $551M $227.10 $66M -88,499 -3.5%
52 CVX 0.35% 3,756,368 $538M $143.19 -$107M -96,088 -2.5%
53 PEP 0.35% 4,065,536 $537M $132.04 -$89M -108,525 -2.6%
54 BRK-B 0.34% 1,086,482 $528M $485.77 -$49M +3,274 +0.3%
55 IDEV 0.34% 6,858,260 $522M $76.04 $129M +1,155,417 +20.3%
56 VEU 0.33% 7,656,203 $515M $67.22 $55M +74,007 +1.0%
57 USMV 0.33% 5,459,821 $513M $93.87 -$27M -299,551 -5.2%
58 VWO 0.33% 10,217,598 $505M $49.46 $41M -48,168 -0.5%
59 GOOG 0.33% 2,843,415 $504M $177.39 $67M +41,712 +1.5%
60 PM 0.32% 2,766,248 $504M $182.13 $59M -38,212 -1.4%
61 DVY 0.32% 3,750,902 $498M $132.81 -$12M -47,678 -1.3%
62 DGRO 0.32% 7,719,023 $494M $63.94 $15M -26,379 -0.3%
63 MA 0.30% 835,797 $470M $561.94 $9M -4,298 -0.5%
64 CSCO 0.30% 6,726,881 $467M $69.38 $44M -119,451 -1.7%
65 IVE 0.30% 2,362,479 $462M $195.42 $32M +105,403 +4.7%
66 VEA 0.30% 8,080,383 $461M $57.01 $46M -85,567 -1.1%
67 KTB 0.29% 6,919,091 $456M $65.97 $6M -102,575 -1.5%
68 VB 0.29% 1,917,060 $454M $236.98 $35M +24,453 +1.3%
69 NEE 0.28% 6,314,051 $438M $69.42 -$19M -141,262 -2.2%
70 SYK 0.27% 1,050,602 $416M $395.63 $31M +17,278 +1.7%
71 KO 0.27% 5,830,280 $412M $70.75 -$8M -36,879 -0.6%
72 MDY 0.26% 723,545 $410M $566.48 $13M -21,151 -2.8%
73 BAC 0.26% 8,626,046 $408M $47.32 $56M +190,275 +2.3%
74 ADP 0.26% 1,301,238 $401M $308.40 $5M +4,318 +0.3%
75 WMT 0.25% 3,904,753 $382M $97.78 $40M +6,178 +0.2%
76 RTX 0.23% 2,419,625 $353M $146.02 $30M -18,542 -0.8%
77 SPGI 0.23% 669,511 $353M $527.29 $11M -3,853 -0.6%
78 BLK 0.22% 331,546 $348M $1,049.25 $41M +7,115 +2.2%
79 IBM 0.22% 1,167,890 $344M $294.78 $51M -12,927 -1.1%
80 HON 0.22% 1,477,407 $344M $232.88 $35M +19,092 +1.3%
81 IWP 0.22% 2,464,458 $342M $138.68 $29M -200,748 -7.5%
82 AXP 0.22% 1,061,823 $339M $318.98 $51M -6,413 -0.6%
83 DFIV 0.22% 7,834,447 $336M $42.83 $49M +542,605 +7.4%
84 ETN 0.21% 924,940 $330M $356.99 $79M +582 +0.1%
85 VCIT 0.21% 3,899,335 $323M $82.92 $10M +72,147 +1.9%
86 DLN 0.21% 3,886,291 $319M $82.14 $10M -6,190 -0.2%
87 MS 0.20% 2,253,747 $317M $140.86 $55M +2,113 +0.1%
88 VOT 0.20% 1,098,715 $312M $284.39 $35M -34,543 -3.0%
89 UNP 0.19% 1,307,663 $301M $230.08 -$18M -42,915 -3.2%
90 LRCX 0.19% 3,074,962 $299M $97.34 $77M +20,228 +0.7%
91 ACN 0.19% 969,532 $290M $298.89 -$8M +14,959 +1.6%
92 ITW 0.18% 1,158,384 $286M $247.25 -$5M -16,389 -1.4%
93 DIS 0.18% 2,287,808 $284M $124.01 $60M +16,634 +0.7%
94 AMGN 0.18% 1,010,085 $282M $279.21 -$37M -14,067 -1.4%
95 MBB 0.18% 2,916,723 $274M $93.89 -$2M -22,803 -0.8%
96 PNC 0.18% 1,468,234 $274M $186.42 $10M -33,894 -2.3%
97 UNH 0.18% 872,370 $272M $311.97 -$357M -329,609 -27.4%
98 TXN 0.17% 1,273,286 $264M $207.62 $33M -15,422 -1.2%
99 CTAS 0.17% 1,184,055 $264M $222.87 $19M -5,536 -0.5%
100 CB 0.17% 889,139 $258M $289.72 -$13M -6,154 -0.7%

New Positions

SymbolValue% Port
MSTY $7M —%
ILOW $3M —%
RAL $2M —%
RKLB $759K —%
B $615K —%
PJAN $561K —%
PJUL $535K —%
PAPR $527K —%
POCT $503K —%
CRWV $438K —%
VFLO $409K —%
PONY $396K —%
CFA $329K —%
SLVP $261K —%
IBMP $250K —%

Sold Out Positions

SymbolValue% Port
VLRS —%
AGD —%
TLYS —%
BMEZ —%
BTT —%
CVLG —%
BV —%
KODK —%
XPOF —%
PBI-PB —%
RHLD —%
NGS —%
STEM —%
LOB —%
NPWR —%
View SEC EDGAR Filings for PNC FINANCIAL SERVICES GROUP, INC. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms