B. Riley Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	–	Sell	-2,382	Closed	-$229K	–	1257
2024 Q3	$229K	Buy	+2,382	New	+$219K	0.01%	1078
2024 Q2	–	Sell	-3,412	Closed	-$229K	–	1554
2024 Q1	$229K	Buy	3,412 +751	+28%	+$63.1K	0.01%	1191
2023 Q4	$232K	Sell	2,661 -751	-22%	-$54.4K	0.01%	1181
2023 Q3	$229K	Buy	+3,412	New	+$230K	0.01%	1191
2022 Q4	–	Sell	-2,640	Closed	-$215K	–	1570
2022 Q3	$215K	Buy	+2,640	New	+$211K	0.01%	1190
2015 Q1	–	Sell	-196	Closed	-$8	–	1609
2014 Q4	$8	Buy	+196	New	+$7.37K	﹤0.01%	2981

Other funds holding PNFP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

B. Riley Wealth Advisors's PNFP Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2024, closing a stake of 2,382 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in PNFP in Q4 2014 and held it in 6 quarters. The position peaked at $232K in Q4 2023. 463 funds tracked by Wall St. Rank hold PNFP as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,382 Pinnacle Financial Partners Inc shares in Q4 2024, an estimated $229K.
B. Riley Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $232K in Q4 2023.
463 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.