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Avion Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Avion Wealth’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5K Buy
+62
New +$5.77K ﹤0.01% 681
2025
Q4 		– Sell
-22
Closed -$2K – 1506
2025
Q3 		$2K Sell
22
-28
-56% -$2.79K ﹤0.01% 897
2025
Q2 		$5K Buy
50
+33
+194% +$3.41K ﹤0.01% 633
2025
Q1 		$1K Hold
17
– – ﹤0.01% 908
2024
Q4 		$1K Hold
17
– – ﹤0.01% 905
2024
Q3 		$1K Sell
17
-6
-26% -$552 ﹤0.01% 879
2024
Q2 		$1K Hold
23
– – ﹤0.01% 793
2024
Q1 		$2K Buy
23
+6
+35% +$504 ﹤0.01% 745
2023
Q4 		$1K Buy
17
+8
+89% +$580 ﹤0.01% 921
2023
Q3 		$0 Hold
9
– – ﹤0.01% 1112
2023
Q2 		$0 Buy
+9
New +$474 ﹤0.01% 967

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VPM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return