BFEC
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Benjamin F. Edwards & Company’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$112K Hold
1,400
– – ﹤0.01% 1081
2024
Q1 		$120K Sell
1,400
-1,000
-42% -$84K ﹤0.01% 1049
2023
Q4 		$209K Hold
2,400
– – ﹤0.01% 875
2023
Q3 		$161K Hold
2,400
– – 0.01% 785
2023
Q2 		$136K Buy
2,400
+950
+66% +$50K 0.01% 818
2023
Q1 		$80K Buy
1,450
+450
+45% +$31.6K ﹤0.01% 971
2022
Q4 		$73K Hold
1,000
– – ﹤0.01% 987
2022
Q3 		$81K Hold
1,000
– – ﹤0.01% 926
2022
Q2 		$72K Hold
1,000
– – ﹤0.01% 956
2022
Q1 		$92K Hold
1,000
– – ﹤0.01% 884
2021
Q4 		$96K Hold
1,000
– – ﹤0.01% 892
2021
Q3 		$94K Hold
1,000
– – ﹤0.01% 866
2021
Q2 		$88K Hold
1,000
– – ﹤0.01% 878
2021
Q1 		$89K Hold
1,000
– – ﹤0.01% 863
2020
Q4 		$64K Hold
1,000
– – ﹤0.01% 899
2020
Q3 		$36K Hold
1,000
– – ﹤0.01% 979
2020
Q2 		$42K Hold
1,000
– – ﹤0.01% 924
2020
Q1 		$38K Sell
1,000
-250
-20% -$13.5K ﹤0.01% 913
2019
Q4 		$80K Hold
1,250
– – 0.01% 841
2019
Q3 		$71K Hold
1,250
– – 0.01% 827
2019
Q2 		$72K Hold
1,250
– – 0.01% 790
2019
Q1 		$68K Sell
1,250
-94
-7% -$5.19K 0.01% 786
2018
Q4 		$62K Sell
1,344
-56
-4% -$2.97K 0.01% 777
2018
Q3 		$84K Sell
1,400
-600
-30% -$38K 0.01% 727
2018
Q2 		$123K Sell
2,000
-300
-13% -$19.5K 0.01% 622
2018
Q1 		$148K Hold
2,300
– – 0.02% 586
2017
Q4 		$152K Buy
2,300
+1,300
+130% +$86.4K 0.02% 553
2017
Q3 		$67K Hold
1,000
– – 0.01% 697
2017
Q2 		$63K Hold
1,000
– – 0.01% 661
2017
Q1 		$66K Buy
+1,000
New +$67.5K 0.01% 622

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's PNFP Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2024 at 1,400 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Benjamin F. Edwards & Company first reported a position in PNFP in Q1 2017 and has held it in 30 quarters since. The position peaked at $209K in Q4 2023. 412 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,400 shares of Pinnacle Financial Partners Inc worth $112K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Pinnacle Financial Partners Inc share count unchanged in Q2 2024.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1081 holding.
  • Benjamin F. Edwards & Company first reported a position in Pinnacle Financial Partners Inc in Q1 2017 and has held it in 30 quarters since.
  • Benjamin F. Edwards & Company's Pinnacle Financial Partners Inc position peaked at $209K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.