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

Barlow Wealth Partners’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
2025
Q3 		– Sell
-182,618
Closed -$21.4M – 139
2025
Q2 		$21.4M Buy
182,618
+1,490
+0.8% +$154K 2.56% 15
2025
Q1 		$18.2M Buy
181,128
+4,258
+2% +$488K 2.39% 18
2024
Q4 		$21.2M Buy
176,870
+26,311
+17% +$2.97M 2.69% 10
2024
Q3 		$14.3M Buy
150,559
+3,811
+3% +$351K 1.87% 25
2024
Q2 		$13.8M Buy
146,748
+3,861
+3% +$308K 1.91% 22
2024
Q1 		$11.4M Sell
142,887
-833
-0.6% -$70K 1.55% 28
2023
Q4 		$12.5M Buy
+143,720
New +$10.4M 1.78% 28

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barlow Wealth Partners's PNFP Position: Q3 2025 in Review

Barlow Wealth Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 182,618 shares — an estimated $21.4M sold.

Barlow Wealth Partners first reported a position in PNFP in Q4 2023 and held it in 7 quarters. The position peaked at $21.4M in Q2 2025. 505 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • Barlow Wealth Partners reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 182,618 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $21.4M.
  • Barlow Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 7 quarters.
  • Barlow Wealth Partners's Pinnacle Financial Partners Inc position peaked at $21.4M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Barlow Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.