Gregory H. Kozich
@Pnc Financial Services Group, Inc.
Latest period2024 - Q3ReportedManaged Assets$156.664BTotal holdings4775
Assets growth rate4.31%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Pnc Financial Services Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4775 positions.
Assets under management
The assets under management (AUM) of Pnc Financial Services Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 156.664B in assets, with a quarterly growth rate of 4.31% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Gregory H. Kozich, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRK.BBerkshire Hathaway Inc Del
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GOOGAlphabet Inc
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VBVanguard Index Fds
| 0.29% | $444.097M 1.872M shares@ $237.22 avg price | Increased 1.09% |
KOCoca Cola Co
| 0.28% | $438.167M 6.098M shares@ $71.87 avg price | Decreased -0.2% |
MDYSpdr S&p Midcap 400 Etf Tr
| 0.28% | $437.979M 768,842 shares@ $569.67 avg price | Increased 0.77% |
MAMastercard Incorporated
| 0.28% | $423.914M 858,473 shares@ $493.81 avg price | Increased 0.35% |
VEAVanguard Tax-managed Fds
| 0.26% | $395.499M 7.489M shares@ $52.81 avg price | Decreased -1.43% |
IVEIshares Tr
| 0.25% | $389.537M 1.976M shares@ $197.18 avg price | Increased 7.61% |
CSCOCisco Sys Inc
| 0.25% | $379.136M 7.124M shares@ $53.23 avg price | Decreased -1.33% |
SYKStryker Corporation
| 0.25% | $378.996M 1.049M shares@ $361.27 avg price | Increased 0.17% |