Asset Planning Inc’s Pinnacle Financial Partners 6.75% Series B Preferred Stock PNFPP Stock Holding History

Asset Planning Inc’s Portfolio PNFPP Stock Details PNFPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,323	Closed	-$104K	–	298
2025 Q1	$104K	Buy	+4,323	New	+$107K	0.08%	101

Other funds holding PNFPP

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Asset Planning Inc's PNFPP Position: Q2 2025 in Review

Asset Planning Inc sold out of Pinnacle Financial Partners 6.75% Series B Preferred Stock (PNFPP) in Q2 2025, closing a stake of 4,323 shares — an estimated $104K sold.

Asset Planning Inc first reported a position in PNFPP in Q1 2025 and held it in 1 quarter. The position peaked at $104K in Q1 2025. 1 fund tracked by Wall St. Rank holds PNFPP as of Q2 2025.

Asset Planning Inc reported no remaining Pinnacle Financial Partners 6.75% Series B Preferred Stock position as of Q2 2025 after selling out during the quarter.
Asset Planning Inc sold 4,323 Pinnacle Financial Partners 6.75% Series B Preferred Stock shares in Q2 2025, an estimated $104K.
Asset Planning Inc first reported a position in Pinnacle Financial Partners 6.75% Series B Preferred Stock in Q1 2025 and held it in 1 quarter.
Asset Planning Inc's Pinnacle Financial Partners 6.75% Series B Preferred Stock position peaked at $104K in Q1 2025.
1 fund tracked by Wall St. Rank held Pinnacle Financial Partners 6.75% Series B Preferred Stock as of Q2 2025.

Based on Asset Planning Inc's 13F filing for Q2 2025, filed 25 Jul 2025.