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BFSG LLC’s Pinnacle Financial Partners Inc PNFP Stock Holding History

BFSG LLC’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 		$196K Buy
+2,277
New +$212K 0.02% 280
2025
Q4 		– Sell
-2,021
Closed -$190K – 742
2025
Q3 		$190K Buy
2,021
+1,126
+126% +$112K 0.02% 279
2025
Q2 		$98.8K Hold
895
– – 0.01% 326
2025
Q1 		$94.9K Sell
895
-60
-6% -$6.87K 0.01% 319
2024
Q4 		$109K Sell
955
-1,099
-54% -$124K 0.01% 305
2024
Q3 		$201K Sell
2,054
-913
-31% -$84K 0.02% 251
2024
Q2 		$237K Sell
2,967
-419
-12% -$33.4K 0.03% 212
2024
Q1 		$291K Sell
3,386
-594
-15% -$49.9K 0.04% 200
2023
Q4 		$347K Sell
3,980
-150
-4% -$10.9K 0.05% 187
2023
Q3 		$277K Buy
+4,130
New +$279K 0.05% 205

Other funds holding PNFP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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